including: Tax Exempt Savings Regular Savings.
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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
Fast Loan Approval
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dedicated team
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24/7 supports
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WHAT OUR CLIENTS SAY
Srinivasan Parandaman
Designation
Professionalism, Quality, Responsiveness, Value Mr. Prakash is an Amazing person, very helpful, kind and professional. I highly recommend Shah Financial services managed by Mr. Prakash.
Ramachandran
Designation
Prakash Shah and his team are absolutely fabulous. We strongly recommend them as we are convinced that it is not easy to find people like them- competent, cooperative and courteous.
Prakash Subedi
Designation
Professionalism, Responsiveness, Value I have been his customer for the last 4 yrs and like his approach in investing which has absolutely worked for me. From your minor query to your biggest financial decision he is just a call way to guide you. Every rupee of your investment is taken care as his own investment. I am
Chandra Sekhar
Designation
Very professional and personalized service to customers. Highly recommended.
Helping Small Business
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08
Years Experience
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25K
Happy Customers
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100%
Satisfaction
REQUEST A FREE CONSULTATION
LATEST POSTS
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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
Understanding Real Estate Investment Trust (REIT)
This is for education purpose and the story is made up to simplify the concept, don’t take it at face value. Lets say I am a Real Estate developer, K Raheja. I like a land in Mumbai & Hyderabad for some commercial development. I decide to buy it. Where will I get the funds to