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
The Hidden Cost of Hospital Rooms: How Room Rent Limits Can Shrink Your Insurance Payout
When it comes to Health Insurance, most people focus on the sum insured – believing a ₹5 lakh or ₹10 lakh policy is enough to cover major medical expenses. However, a lesser-known clause called the room rent limit can significantly reduce how much your insurer will pay leaving you with a hefty out-of-pocket bill. In
SWPs: A Blessing for Retirees and Beyond! 💡
A Systematic Withdrawal Plan (SWP) allows you to withdraw a fixed amount monthly from your investment, while the remaining corpus continues to grow. Here’s why SWPs are ideal: For Retirees: Provides a steady cash flow for living expenses. Avoids the need to dip into your savings unpredictably. Ensures your remaining investment keeps working for you,
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