About Mega · Since 1985
Four decades of
building trust.
A complete financial services boutique, rooted in Rajkot, reaching across continents. One family at a time, one honest conversation at a time, for forty years and counting.
Building blocks of your financial life.
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Years since 1985
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Families guided
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Individuals served
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Educated through workshops
Our story
Four decades, told in milestones.
1985
A boutique is born in Rajkot
Mega Financial Services opens its doors, rooted in trust and a simple conviction: financial guidance should be honest, and it should last generations.
1990s
Bringing private mutual funds to Saurashtra
Among the first in the region to introduce private mutual funds, working with Kothari Pioneer, now Franklin Templeton, and training a generation of agency managers across Saurashtra and Kutch.
2009–10
One of the fastest to ₹100 Cr
A milestone that, in its time, marked us out: among the fastest in the region to reach ₹100 crore in assets under management.
2012
Rajkot's first practising CFP
Sandeep Gandhi becomes the first practising Certified Financial Planner® in Rajkot, formalising decades of practice into a global standard.
2017
Ahead of the curve on AIF & PMS
Among the earliest to deep-dive into AIF, PMS and other dynamic strategies, we built genuine expertise in them years before they entered the mainstream conversation.
2021
Our own analytical model
We build a proprietary scheme-ranking and analytics model, matching the standards of the most reputed institutions, so our guidance rests on our own research.
Today
Carried by the next generation
The next generation now carries the legacy forward: a team that blends a Chartered Financial Analyst and Certified Financial Planner®, with engineering degrees and Fortune 500 experience.
The meaning of our mark
Built with strength. Protected with foresight.
The pyramid stands for stability, strength and timeless endurance, the investment foundation of every client's long-term success.
The two rings around it are protection: General Insurance and Life Insurance. Even the strongest structures need safeguarding.
And the twin pyramids form an M, your trust in Mega to hold it all together.
Our philosophy
We suggest only what we believe in ourselves.
Before any opportunity reaches a client, we study it thoroughly and often commit our own capital to it first. Complete alignment of interests, and trust that has lasted generations.
The people
Legacy and the next generation.
A rare blend of deep financial knowledge, generational experience and a modern, technology-first perspective.
Good to know
Frequently Asked Questions (FAQs)
A CFA is one of the most rigorous credentials in finance, awarded by the CFA Institute after three sequential exams in investment analysis, valuation, and portfolio management. It signals real, examined depth in how investment decisions actually get made. Himalay Gandhi, Designated Partner at Mega, is a Chartered Financial Analyst, bringing a rigorous, research-led lens to every fund and portfolio decision we make.
A SIP invests a fixed amount at regular intervals, building wealth steadily rather than timing the market. We guide the fund selection inside it to your goals, timeline, and risk profile, then help you set it up.
A CFP is the credential for holistic personal finance, goals, insurance, tax, and retirement, as one connected picture rather than isolated decisions. It's the discipline of building a financial life, not just a portfolio. At Mega, both Sandeep Gandhi and Bhavya Gandhi hold the CFP® credential, with Sandeep the first practising CFP in Rajkot.
The two credentials pull in different directions. A CFA goes deep into investment analysis; a CFP goes broad across financial planning. Most firms build around one specialisation, so you typically get a well-researched portfolio or a plan that fits your whole life, rarely both. A CFP maps your goals, insurance, and tax into one coherent picture. A CFA makes sound, research-backed calls on what sits inside it. Few firms bring you both under one roof. Mega is the first, 40 years of experience since 1985, paired with Partners and Founders who hold both the CFA and the CFP.
Book a consultation, or start with our free Investor Personality Test for an initial read on your risk profile before we talk. Either way, the conversation starts with you, not a product.
PAN, Aadhaar, a bank account, and a nominee declaration, in most cases. We'll walk you through the exact requirements for whatever you're investing in.
Our mission
To simplify global wealth creation for families, with ethical, research-backed guidance driven by data, transparency and technology.
Our vision
To become the most respected financial services firm, known for legacy, leadership and a futuristic approach, with integrity at its core.
What drives us
The values behind every decision.
Integrity, always
The highest standards of honesty and ethical practice. It is the only foundation a generational relationship can stand on.
Skin in the game
We suggest only what we believe in ourselves, often allocating our own capital first. Complete alignment of interests.
Research before guidance
Every suggestion rests on our own analytical models and rigorous study, not on what is easy to sell.
Education first
Empowerment comes through understanding. We teach as much as we guide, for clients and for ourselves.
Technology-led
A modern, tech-first approach to deliver a seamless experience and sharper decisions.
Trust that lasts
Managing respected families across three generations. The relationship outlives any single product or market.
Where we're headed by 2035
The same trust, a far wider reach.
We aim to expand our presence across India, deepen our research-driven models, and carry our technology-first experience to a growing global clientele, empowering Indians abroad with the same trust and excellence we have offered at home for forty years.
Begin your journey with us.
Four decades of trust, a team that invests alongside you, and guidance that starts with an honest conversation. That conversation can start today.