Defining your investments in a whole new way.
Mission is to deliver superior investment performance by consistently taking a long-term view and fully integrating sustainability. Also, delivering outstanding investment results to achieve your goals. No Dream is ever too big. No investment ever too small. Invest today, secure tomorrow.
1. UNDERSTANDING YOUR FINANCIAL SITUATION
In order to develop an accurate financial plan, we need a clear picture of your current finances. We will ask you some important questions to help determine your current situation. Having a thorough understanding of your current financial situation will help to formulate realistic and well-informed goals.
2. IDENTIFYING AND PRIORITIZING YOUR FINANCIAL GOALS
Once we have evaluated your current financial situation, we are ready to move forward in the financial planning process. This involves identifying and prioritizing goals. Setting realistic and time bound goals will give a direction to your plan and a destination towards which you want to head.
In the third step we will device strategies to help you bridge the gap from where you are today to where you would like to be, as these goals cannot be accomplished simply by creating them. This step of the financial planning process involves identifying alternative courses of action that can lead you to your goals. Adequately evaluating all the options will help to ensure you select the best course of action to accomplish your financial goals
4. PRESENT AND IMPLEMENT THE
As we put together your financial plan, it is important to look at the holistic picture. Having identified options for reaching your goals and having weighed each strategy, we will determine the amount to be allocated of your goals in terms of your current situation.
5. AANNUAL “FINANCIAL HEALTH CHECK UP “& REVIEW
Reviewing your financial plan can help you to gauge your progress toward meeting your goals. Your financial situation will change from time to time, this may require adjustment to your plan. You may incur unplanned expenses or receive unplanned incomes. These events also may require you to change the path you will follow to reach your goal. We will Re-evaluate your plan annually to ensure your goals haven’t changed and that you are on right track to reach those goals.
- Financial Health Checkup
- Comprehensive Financial Planning
- Portfolio Doctoring
- Setting Up Financial Help Desk
- Customised Financial Wellness Training Programs
- All Types of Mutual Fund Investments
- Strategic Financial Planning & Investment Advisory
- Retirement & Estate Planning
- Wealth creation through Mutual Fund
Vipul Shah is a professional with over 30 years of experience in Wealth Management, Financial planning and Mutual Fund Investments
She has over 20 years of financial market experience, in client management relations and business development
WHAT OUR CLIENTS SAY
“Services are outstanding! It’s good to be assured that your money is in safe hands. I particularly liked the professional approach of Mr. Vipul Shah. He is knowledgeable, courteous and most importantly always available. Further, I appreciate his monthly feedback, which help me know what exactly is the status of my investments.”
Mr. K. L. NaikManaging Director (Xperitus Insurance Brokers Pvt. Ltd.)
“Good investment advice does wonders for your investments. I and my family have been associated with Mr Vipul Shah since 1995 and have benifited tremendously from his investment advice from time to time. He is truly a “Family Investment” Advisor.”