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We are in mutual fund advisory since 2004.
We are leading professionals working actively to build wealth for our clients.
1) SIMPLE SHAH
2) MANISH SHAH
We have more than 800 clients including Individuals/Partnership firms/LLP/Trust as our leading clients in India and across the globe in different countries.
We work with all the AMC (Asset Management Companies) across the mutual fund industry.
OUR VALUES:
To provide customised financial plan as per the needs of our clients.
Our whole approach is investor centric.
OUR MISSION:
To identify the goals/dreams/ambitions of investors and built a financial plan to achieve it defined time frame.
OUR PHILOSOPY:
We believe and are firmly committed to our motto “YOU SHARE, WE CARE”
A happy smile on the face of our client is what drives us.