Expert mutual fund distribution and comprehensive financial planning — managed by a Chartered Accountant with 22+ years of market experience. SEBI compliant. Client-first.
CA Prafull Bothra is a distinguished Chartered Accountant who achieved All India Rank 27 in CA Foundation. With deep expertise spanning taxation, financial planning and investment advisory, and as an active member of BNI Futurz Raipur, he brings a compliance-first approach — ensuring every investment is tax-efficient and strategically sound.
Sanjay Bothra is a B.Com graduate with over 22 years of hands-on experience in stock markets and mutual fund distribution. His deep market knowledge and client-first philosophy have helped 1500+ investors build lasting wealth through disciplined, goal-based investing.
Aadit Chopda holds a BMS in Finance and has cleared CFP Level 1, with active pursuit of the full CFP designation. A NISM-XV certified Research Analyst, he holds multiple NISM certifications across key domains of securities markets. His research-driven approach and strong academic foundation make him an invaluable asset in delivering insightful, client-centric financial solutions.
Accurate calculations using SEBI-standard compound growth formulas.
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Prafull's expertise in finance and share trading has significantly boosted my portfolio with consistent and impressive returns. The personalised approach has made SPB Finserv my trusted partner in navigating the share market. I wholeheartedly recommend their services to anyone seeking financial success.
Prafull led our chapter with unwavering dedication, ensuring every meeting was both productive and inspiring. His hard work has set a high standard for leadership. Thank you for making this chapter a success!
Prafull's expertise in finance and share trading has significantly boosted my portfolio with consistent and impressive returns. The personalised approach and strategic insights have made SPB Finserv my trusted partner in navigating the share market. I wholeheartedly recommend their services.
I would like to present this testimonial to Mr. Prafull Bothra from SPB Finserv for his good quality work and excellent follow-up. I highly recommend him and present this testimonial as a token of appreciation. Thank you for all your services.
Mr. Prafull Bothra took the time to understand my goals and helped build a solid financial plan, giving my family peace of mind and a clear path to our objectives. His ability to simplify complex concepts, combined with his professionalism and integrity, is truly unmatched. Thank you for all your services.
After meeting Prafull Bothra I understood the real impact of investing in share markets for the future. He showed me how today's investments create big opportunities tomorrow. He is a man of commitment in every activity. Thank you for all your services.
I would like to present this testimonial to Prafull Bothra from SPB Finserv for his good quality work & services. His rates are very competitive and service is always on time. I highly recommend him as a token of appreciation.
Prafull has excellent knowledge of the equity market and provides clear, practical guidance for investments. His advice is always research-based, transparent, and focused on long-term wealth creation. With his support, one can invest with confidence and peace of mind. I highly recommend Prafull Bothra from SPB Finserv for anyone looking to grow in equity shares with the right expertise.
I would like to present this testimonial to Prafull Bothra from SPB Finserv for his good quality of work, his services and his good team work. I highly recommend him & present this testimonial as a token of appreciation. Thank you for all your services.
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