Quick answers about our services, fees, registrations and how to get started.
We are a one-stop financial services firm in Ahmedabad: mutual funds & SIP, SWP & retirement income, insurance (life, health, motor), loans (home, personal, business, education), corporate FDs, bonds & NCDs, tax-saving investments, ITR filing, audit & compliance, and goal-based financial planning.
Yes. Mutual fund distribution is AMFI-registered (through Nilay Anilkant Shah HUF), and insurance advisory is handled by Maulik Shah, an IRDAI-licensed insurance advisor. Our team includes CA, CS, MBA (Finance) and M.Com professionals.
The first consultation is completely free, with no obligation. For most services we earn from product providers (fund houses, insurers, lenders) rather than charging you directly, and we disclose this transparently.
3rd Floor, 129, Shanti Sadan Estate, Opp. Dinbai Tower, Mirzapur, Ahmedabad – 380001, Gujarat. We're open Monday to Saturday, 9 AM to 7 PM. You can also reach us on WhatsApp at +91 93286 48187.
Yes. While our office is in Ahmedabad, we serve clients across Gujarat and India digitally — investments, insurance, ITR filing and consultations can all be completed online.
You can start a SIP with as little as ₹500 per month. There's no minimum for a consultation — we believe good advice should come before big money, not after.
Call +91 93286 48187, message us on WhatsApp, or fill the form on our contact page. We'll schedule a free 30-minute session to understand your goals and suggest next steps.
Your money never sits with us — investments go directly to the fund house, insurer or bank in your own name, through regulated channels. We facilitate and advise; regulated institutions custody your assets.
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