About Us
SHAH FINANCIAL CONSULTANCY
Welcome to SHAH FINANCIAL CONSULTANCY ...
We believe financial planning is a lifetime process that requires a unique plan for your specific needs. That’s why we take the time to know you personally. Your life goals, your concerns, your priorities, and your dreams are important to us. We work closely with you to develop and manage your financial plan by optimizing solutions to help meet all your financial needs. We are committed to serve our clients as they transition through various stages in life. We have the depth and breadth of experience to guide you at every step in your journey through life.
Our team of Financial Planners has diverse expertise in all areas of wealth management including :-
( 1 ) RETIREMENY PLANNING or SOLUTION
( 2 ) WEALTH CREATION PLANNING
( 3 ) VIRTUAL PROPERTY CREATION
( 4 ) FAMILY FINANCIAL PROTECTION PLANNING
( 5 ) CREATION OF TAX – FREE ASSET WITH REGULAR INCOME
( 6 ) EDUCATION PLANS FOR YOUR CHILDREN
( 7 ) EMPLOYER – EMPLOYEE LIFE INSURANCE
( 8 ) EMPLOYER – EMPLOYEE HEALTH INSURANCE [ SME ]
( 9 ) EMPLOYER – EMPLOYEE PERSONAL ACCIDENT
( 10 ) NRI INSURANCE & GENERAL INSURANCE
( 11 ) MUTUAL FUND & etc SERVICES.
( 11 ) MUTUAL FUND & etc SERVICES.
We approach financial planning like a medical doctor would assess the state of your health. We first interview you to understand your concerns and the worries that keep you up at night. Throughout this process we uncover your dreams and emotions, some of which are buried deeply in your daily routines. The next step is to analyze your financial matters to evaluate what’s working and what’s not. Once we have a good understanding of where you want to go financially and in life, we create strategies to pull your dreams and reality closer. We use a holistic and integrated approach to address both your financial and life style issues.
So your financial freedom is just a phone call away from you.....
