Shah Investment Consultants  - General Insurance Advisor in Navapara, Bhavnagar

Shah Investment Consultants - General Insurance Agents

Member since Jun 13, 2013

About Me
Shah Investment Consultants is a leading Wealth Management Advisor in Bhavnagar, which provides personalized solutions regarding management of your Wealth.
About Work Experience
Shah Investment Consultants is a leading and one of the most experienced Investment advisory firms in Bhavnagar region. We believe not only in investing in avenues which offer high returns, but also ensure a return which has the ability to beat inflation in the long run. We make this possible with the help of diversified range of investment options.
Experience & Qualification
Qualification
CFP, AWP, CFGP, AWM
Experience as an Advisor
40 Years
Total work Experience
40 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • PPF (Public Provident Fund)

  • Certified Financial Planner (CFP)

  • Share Trading & Demat

  • Commodties Trading

  • Pan Service Providers

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • FOREX Trading

  • Gold Saving Plans

  • Will Writing Services

  • Fixed Deposits

Affiliations
  • Financial Planning Standard Board of India
  • Network FP
  • Center for Investment Education & Learning
  • Association of Mutual Funds in India
  • Reliance Securities Ltd
  • UTI Infrastructure Technology & Services Ltd
Awards & Recognition
  • Certificied Financial Planner

  • The Acredited Wealth Planner

  • Chartered Fianancial Goal Planner

Address
Shah Investment Consultants

23/24, Kaveri Complex,
Navapara,
Navapara,
Bhavnagar,
Gujarat, 364001

LICENSE

  Mutual Fund - ARN No. 77214 - Validity - 11-11-2025

  Life Insurance - IRDA No. 2775816 - Validity - 31-08-2025

  General Insurance - IRDA No. 2775816 - Validity - 31-08-2025

  PPF (Public Provident Fund) - 28775 - Validity - 31-12-2050

  Certified Financial Planner (CFP) - FPSBI No. 00041610 - Validity - 31-12-2050

  Share Trading & Demat - INS235599516/23-1234 - Validity - 31-12-2050

  Commodties Trading - INS235599516/23-1234 - Validity - 30-06-2025

  FOREX Trading - INS235599516/23-1234 - Validity - 31-12-2050

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