Shah Financial Financial Planners
YOU HAVE WORKED HARD TO MAKE YOUR MONEY. WE MAKE YOUR MONEY WORK FOR YOU
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Shah Financial FINANCIAL INVESTMENT ANALYSIS YOU HAVE WORKED HARD TO MAKE YOUR MONEY. WE MAKE YOUR MONEY WORK FOR YOU Learn more View services Shah Financial

4 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

Flexible Services

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dedicated team

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24/7 supports

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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.

  • 04

    Years Experience

  • 5K

    Happy Customers

  • 100%

    Satisfaction

LATEST POSTS

Term Insurance

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

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

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