To grow and sustain your wealth, we help you design right portfolio

We make sure that you take adequate life and health cover to protect you and your family

WE DISTRIBUTE ALL FINANCIAL PRODUCTS, IN LINE WITH YOUR RISK PROFILE

ABOUT US

Welcome to Shah Investments, where your financial well-being is our top priority.

I, HIREN R. SHAH, am an AMFI Certified Mutual Fund Distributor & NISM Equity-Derivatives Certified. I have completed my PGDFM (Post Graduate Diploma In Finance management) & DBM (Diploma In Business management) from Welingkar Institute, Mumbai and have passed all the required Certification exams gracefully to start and run my Financial Advisory firm “Shah Investments”.

At Shah Investments, we are driven by our passion for finance, bolstered by years of expertise and experience. Our journey began with a mission to promote financial literacy across all segments of society, ensuring the safety, security, and prosperity of our clients' lives. Over the years, we have diversified our range of services to cater to our clients' evolving needs, always prioritizing extensive and unbiased research before recommending any financial product and delivering best-in-class after-sales service.

Our 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 involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access

Insurance Portfolio

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks

Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money

Estate Planning

Why should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals