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About Us

Who am I? 

We are Perfin buddy

At Perfin Buddy we believe our goal is to help people take control of their finances and achieve their financial dreams. Whether it's saving for a down payment on a house, paying off debt, or planning for retirement, we are here to provide guidance and support every step of the way.

We believe that everyone deserves to live their best financial life. We are here to help you navigate the complex world of personal finance, so that you can make informed decisions and feel confident about your financial future.

Our Core Values

At Perfin Buddy, We follow five tenets (TEACH) to help our clients achieve financial success:

Trust

Kamlesh prioritizes building long-term relationships with his clients by being transparent, honest, and reliable. He strives to provide guidance that is in the best interests of his clients, building trust every step of the way.

Empathy

Kamlesh understands that everyone's financial situation is unique and requires a personalized approach. He listens to the needs and concerns of each individual to provide empathetic guidance that takes into account their individual circumstances.

Accountability

Kamlesh takes responsibility for his advice and actions, holding himself accountable for delivering results. He is committed to achieving his clients' financial goals and measuring success through concrete outcomes.

Customization

Kamlesh works collaboratively with his clients to develop customized financial plans and solutions that align with their goals and values. He believes in partnering with his clients to achieve success together.

Hand Holding

Kamlesh prioritizes educating his clients about financial concepts, strategies, and tools so they can make informed decisions about their finances. He empowers his clients to take control of their financial future by providing the knowledge and resources needed to succeed.

Time to get Lyrical

Kamlesh Dixit, the personal finance buddy
Helps you manage your money steady
With years of experience and knowledge vast
He guides you to make your savings last

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From budgeting to investing, he knows it all
To help you achieve your financial goals tall
He listens to your concerns and queries
And suggests solutions that are customized and merry

He stresses the importance of planning ahead
To secure your future, and keep financial stress at bay
He educates on insurance, taxes, and more
To protect your wealth, and avoid financial war

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With Kamlesh Dixit as your personal finance friend
Your financial journey will be smooth till the end
So take the first step, and reach out to him
For a brighter financial future, fit and trim

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