J. Shah & Co.


Your Financial Advisor.

Tel: (0261) 2478621, 6644336

Investment Counsaltancy

Portfolio management specialists.

"Time in the market is more important than timing the market."

Our Services

We lay down a prudent investment strategy taking into consideration the future goals and needs by creating, prioritizing and tracking all goals in real time for a consumer. We bring a holistic perspective to financial requirements. Our motto is to put the needs of the investor ahead of everything. According to your needs, goals and advisable changes in the existing portfolio or creation of new portfolio, we provide you with goal based planning to fulfil all your dreams and necessities.

 

Children Future Planning

Risk management (Life / General Insurance)

Retirement Planning

Mutual Funds Advisory (Includes existing Portfolio Review)

Tax Advisory (Restricted to Single Individual)

Estate Planning

Goal based planning

 

 

In the field of risk management, we provide you with life insurance and all types of general insurance; like Mediclaim, house-car-property insurance, etc.


The online services provided by our AMCs are linked below.


ONLINE SERVICES

 

Our Team

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