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Aashwiin Shah | Pelican Investments | PuneAashwiin Shah | Pelican Investments | Pune

Aashwiin Shah

Pelican Investments•Pune
1050 51 Shukrawar peth Akshay Centre 205 206 2nd Floor,
Pune, 411002
1050 51 Shukrawar peth Akshay Centre 205 206 2nd Floor, Pune, 411002
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About

Creating wealth for more than 25 years, Aashwiin Shah is a seasoned wealth maker and stock broker. As a visionary, early in his career in 1992, he founded the Stock Broking & Investment firm - Pelican Investments. The firm, and the wealth of its customers have matured over the years. Today Aashwiin is the go-to person for Equity Broking, Mutual Fund Distribution The foundation of Aashwiin’s expertise comes from a relevant academic background, continuous investment in learning & professional association with industry forums. His early mentors were associated with the National Stock Exchange, Bombay Stock Exchange and Pune Stock Exchange. Currently he is an active member of the Association of Mutual Fund in India [AMFI]. Aashwiin holds has an affiliation with Way2wealth Brokers Private Ltd. for Equity Broking and has the honor of being a distributor for all the major Mutual Fund Houses in India. Customer centricity is the fundamental operating principle at Pelican Investments. Under

Practice at a glance

30
Years of Experience
500
Families Served
₹425
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Business & SME Owners, HNI Families, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Gujarati

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM X-A – Investment Adviser Level 1, NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Aashwiin.

Financial Health Check-up
Mutual Fund Portfolio Review
Stocks Portfolio Review