About Us
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.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
"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."
1.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.
2.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.
3.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.
6.Saurin Shah
( Engaged in International Logistic )