About Us
More Than 1000 Financial Planners, One Philosophy - Finance
Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
I got immense help from Nemin Shah. He is so committed and passionate in his profession. He took full responsibility and managed my finance with utmost transparency and integrity. I wish him and his company all the best.
SURAJ RATNAKAR SHETTY
Director Funplay Systems Private Limited
I know Nemin Shah from a long time. I found him always by my side whenever I need him. He is helpful and understands his clients' need very well. His understanding and experience in finance industry helped us a lot.
CHETAN ASHOK BHEDA
Director, Neptune Group
Nemin has very good knowledge and is a very proactive and sound financial advisor. He has good financial accumen. His service is excellent and he is every ready to help/ give you advise with a smile
SHASHI SUBRAMANIAN
DGM (Construction) at Kolte Patil Developers Ltd
Nemin has not only helped me pick funds per my investment needs but has also ensured that i have a timely check on them throught various portfolio analysis reports. Throught various seminars arranged by him during the year he ensures the clients awarness about mutual fund market and also assures them about the safety of their investments. I have always and will suggest close friends and family to approach him for any investment related needs
MEGHA GAIKWAD
Business Analyst, JP MOrgan chase
“What particularly impressed me about MR. NEMIN SHAH was just how much time he spent early on in our relationship listening to my particular goals and objectives. I have always found that he truly understand what I am working towards with my career, my investments, and my other personal goals. Their regular reviews and proactive meetings keep me well aware of my progress towards my goals. Consequently, I would gladly refer NEMIN SHAH as a best Financial Planner.”
PARAG P.SHAH
A.T.SOLOVOCHEM Developers DIRECTOR
I highly recommended Nemin Shah as investments advisor.Because he is competent ,talented and professional.
ORTHOPEDIC SURGEON
Dr pratul haria
It has been a great experience to work with Nemin over many years who cares more about my family's needs than his commission checks.
Nemin puts his clients needs first and tailors all his recommendations around those needs and desires.
The level of service and professionalism I’ve received from Nemin and the experienced professional is unparalleled.
I’ve purchased several products (SIP , Mediclaim ) from him over the years and I have always felt confident that I was making a wise investment. Admittedly, I don’t know much about insurance or investments, but Nemin has always taken the time to educate me and inform me about my various options. You can take heart in the fact that Nemin isn’t just trying to sell you something, he legitimately cares about his clients and their well-being” I have been happy to recommend him to friends and family..
Neha Dadia
CUSTOMER SERVICE AND RESOUCRE ALLOCATION DALE CARNEGIE OF INDIA