Shah Investments

Financial Planning Taking the right step for your future.

Wealth Management The best way to manage your wealth.

Our Services

Company offering services in Wealth Management and Financial Planning. Our strength lies in strong knowledge, vast experience and ethics which ensure best quality for our clients.Our Core philosophy is 'Growth is Everything' .We believe that our growth lies in the client's growth and prosperity. Hence, our business is led by creativity, entrepreneurship and all of our efforts are directed into providing growth to the client. We grow because we make our clients grow and prosper.We believe in educating our clients and making them financially aware of their investments and enable them in better decision making.We strive to provide our clients with the best possible financial solutions to help them achieve their goals and dreams.

MUTUAL FUND

Mutual Funds are financial instruments to access various asset classes. Fund is managed by professional Fund Managers and their research team which gives advantage over individual investment.

LIFE AND GENERAL INSURANCE

Life insurance is one of the most responsible decisions you can make to help ensure that your spouse, children or other loved ones can continue to enjoy the quality of the life they deserve.

FIXED INCOME PRODUCTS

Fixed income products forms the base of a financial plan. If the base is not strong whatever we build upon it is under risk of collapse, therefore by allocating a higher quanta of funds towards fixed income products improves the overall stability of a portfolio.

About Us

Company has experience in dealing with premier investment banks / Financial Institutions / large Indian companies, possesses unique skill sets and the inclination to go out of the way for understanding and making a difference to the businesses of our clients. We focus, not just on the impending financial requirement, but also on the long term strategic vision of the client. Rather than providing standard solution, our approach is to conceptualize, shape and implement innovative solutions during our association with the client.

Video Introduction

Multi PRODUCTS

Mutual Funds are financial instruments to access various asset classes.Life insurance is one of the most responsible decisions you can make to help ensure that your spouse, children or other loved ones can continue to enjoy the quality of the life they deserve.

We do all types of mortgage loans including Home loan and Loan against Property from various banks. Best online softwares and low brokerage are the major benefits to clients.Fixed income products forms the base of a financial plan. If the base is not strong whatever we build upon it is under risk of collapse.Given the unpredictable nature of the share market, it requires solid experience and strong research to make the right decision.

MUTUAL FUND
LIFE AND GENERAL INSURANCE

FIXED INCOME PRODUCTS

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Get in Touch

We are here to answer any questions you may have about our Services. Reach out to us and we'll respond as soon as we can.

Contact Info

Shah Investments
LG 10, Sarela Shopping Centre,
Sarela Wadi, Ghod Dod Road,
Surat - 395001.
Phone: (0261) 0261-2669417 / +91 9376748460
Mobile: (+91)98980-48460
Email: kscsurat@hotmail.com