Shah Investment
Curated by SignalFinancial planning solutions enabling personalized investment strategies and client management.
Overview
Shah Investment Consultants is a firm that offers solutions for financial planners and advisors, with a focus on goal-based financial planning and portfolio management. The company provides a range of tools, such as predictive analytics, robo-advisory platforms, and digital dashboards that offer real-time insights into client portfolios. The target audience includes individuals looking for personalized financial guidance. Shah Investment emphasizes trust and ethical practices by providing unbiased advice and access to both proprietary and third-party products. Their services encompass estate planning, loan advisory, tax planning, and insurance solutions, which are supported by a mobile application for tracking mutual fund portfolios. Additionally, the firm integrates secure client portals and compliance management systems to facilitate communication and ensure regulatory adherence.
Key facts
- Founded
- 1979
- Headquarters
- Bhavnagar, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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