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 for 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
Reasons for Health Insurance Claim Rejection & How to Minimize It
Your health insurance claim can be rejected for several reasons. Here’s a detailed breakdown and how you can avoid rejection: Reasons for Claim Rejection: 1.Material Non-Disclosure of Pre-existing Diseases Failing to disclose conditions like diabetes or hypertension can lead to claim denial. Why? Insurers reserve the right to reject claims or even cancel your policy
What is an Early Claim?
An early claim happens when you’re diagnosed with a critical illness shortly after purchasing a health insurance policy, typically within 6 months to 1 year. Whether it’s a fresh or ported policy, insurers often flag this as an “early claim.” Why is an Early Claim a Red Flag for Insurers? Insurers view early claims as
Navigating Uncertainties: The Art of Value Creation and Protection in Mutual Funds
In a world full of uncertainties—from geopolitical tensions to economic fluctuations—investors must focus on both value creation and value protection. The wisdom of legendary investor Warren Buffett has never been more relevant: “Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1.” India’s vibrant economy offers numerous opportunities across sectors and