Professional

Summary

My Mission
As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Personal Planning Analysis
Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal planning analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.

Business Planning Analysis
Business owners have special needs. I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability. I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.

Retirement Solutions
Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams. 

Education

Degree Major Institution
Bachelor of Science Chemistry and Mathematics University of Gujarat
Master of Science Organic Chemistry University of Scranton, PA

Awards and Recognition

 

Million Dollar Round Table Life Member 2016-2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Provisional Member 1990

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1991-1992, 1994-1997, 1999

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2001-2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1992-1995, 2000

Award recognizing persistency and performance

 

National Sales Achievement Award 1989-1990

Award recognizing performance

Bharat M Parikh

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck