Serving you face-to-face in Hyderabad, India, or Virtually across the globe.
5 Years of Quality Service in Finance
At Shah Financial, we help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that will help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate. Most importantly, there is a culture of independence here. One that is focused on the individual. We understand that you and your financial needs are unique.
Comprehensive Financial Consultancy of Family Finances
Includes all financial goals consultancy including children’s future, retirement, etc…
Retirement Consultancy (Accumulation & Distribution)
Includes end-to-end consultancy, handholding and coaching for a dignified and respectful Retirement.
Insurance Portfolio Consultancy
Includes analysis and restructuring of existing life and health insurance policies based on actual needs of client.
Investment Portfolio Consultancy
Includes analysis and restructuring of the existing investment portfolio of mutual funds, insurance etc…
Children’s Future Consultancy
Includes end-to-end consultancy towards ensuring all children’s goals like education, higher education,etc..
House Purchase Consultancy
Includes total cost analysis, Rent Vs. Buy analysis, Home Eligibility checking, Plan for Down-payment.
Who We Are
At Shah Financial, we take the time to understand you and your goals. So you receive a comprehensive set of wealth solutions that address your specific preferences and needs.
We are there to help you achieve your goals. As a client of Shah Financial, you will work with a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping transform the lives of the people we serve.
- Identify you Goals
- Personalize Your Plans
- Monitor Progress
- Reach Success
WHY CHOOSE US
Client-Centered
At our firm, the client always comes first. We are in this business to serve others and make a positive impact on their lives. Read More..
Comprehensive Advice
When creating your financial strategies, we address your entire financial picture, from your short-term and immediate needs to your long-term goals. Read More..
Independent
As an independent firm, we are not confined to proprietary products or sales quotas. Rather than focus on selling products. Read More..
WHAT OUR CLIENTS SAY
Your ROle
Shah Financial wants each client to make the most of their financial products and services. As client, your role is to provide us with accurate information about your financial and personal situation, know your financial options, rights, and obligations, and keep your personal information accurate and up-to-date.
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05
Years Experience
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150
Happy Customers
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100%
Satisfaction
LATEST POSTS
Retirement Planning: How to Plan and Save for Your Future
Planning for RETIREMENT is an essential aspect of financial planning, and it involves putting in place a financial plan that will help you achieve your financial goals during retirement. It is important to determine your retirement goals, calculate your retirement savings needs, start saving early, and develop a retirement savings plan. By following these steps
Term Insurance cover costs set to go up as reinsurers hike life rates
Indian life insurance companies are set to hike premiums for their term insurance plans after several reinsurers increased rates for underwriting portfolios of these pure-protection covers. The move comes even as the domestic life companies face higher-than-expected mortality claims due to Covid. Reinsurance rates for Indian life companies had been hardening before the pandemic. Global underwriters,
Irdai warns against buying motor insurance policy from this fraudulent website
The Insurance Regulatory and Development Authority of India (Irdai) has issued a notice warning the public against buying motor insurance policies from the fake website Digital National Motor Insurance with email id: digitalpolicyservices@gmail.com. The insurance regulator clarified that Digital National Motor Insurance has been selling motor insurance policies, although it has not been licensed or granted registration