Happy Customers
500+ Investors
Flexible Investments
No. of years
15+
years of experience
Welcome to Pinnacle Finserv
Invest to Achieve Your Financial Goals
We’ve been in the mutual fund industry since 2007, offering top-tier investment solutions.
NISM & IRDA certified Financial Advisor since 2007 with expertise in wealth management, specializing in distribution of Mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Life Insurance products.
quick loan process
very low rates
small business loan
studying abroad loan
Our Offerings
Services
Our Strength
Why Invest with Us
Our mutual funds are designed to offer diversified portfolios, low fees, and expert management to help you achieve your financial goals.
Competitive Returns
Easy Investment Process
Investment Process
Investment Consulting
Portfolio Performance
How It Works
Our Investment Process
step
Collect data
Your risk profile, past investments, your preferences and concerns - all are considered here.
step
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
step
Portfolio review
Review frequency and timing are defined according to the portfolio’s structure and objectives.
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Satisfied Investors
K
Daily Returns
%
Fund Success Rate
Expert Advisors
Ask anything
Our Financial Calculators
our testimonials
peoples talk about
our service
"Kaushal Shah is a trusted Financial Advisor, providing expert guidance on investments, helping clients achieve financial goals with personalized solutions, transparency, and professionalism, earning him a reputation for reliability and excellence."!
Dixit Patel
( Director at Ltd company )
"Kaushal shah is exceptional investment advisor and expertise in managing investments. His dedication, knowledge, and personalized approach have made a significant impact on my financial growth in achieving my goals. His regular updates, market insights, and prompt responses to my queries is been invaluable."
Arvind Modi
( Partner at Leading CA firm )
"Kaushal Shah's expert financial guidance has been invaluable, providing clarity and confidence in our financial decisions, exceptional insight!
I am using his services for more than 15 years."
Vishal Shah
( Director at Leading Pharma Company )
"Kaushal Shah's goal-based financial advice has transformed our financial journey, providing tailored solutions that align with our aspirations. His expertise and support have empowered us to achieve our dreams with confidence."
Dhruvesh Patel
( Chemical Mfg & Exporter )
"Kaushal Shah's guidance on mutual funds has been instrumental in securing my daughter's educational future. His personalized advice and strategic planning have helped me create a robust investment portfolio, ensuring a bright tomorrow for my child."
Divyang Adawadkar
( Associated with various startups and NGO )
"Kaushal Shah's expertise guides diversified product mixes, minimizing risk and optimizing returns through strategic portfolio management and optimization."
Saurin Shah
( Engaged in International Logistic )
our Partners
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