My clients are my spokesmen and their financial wellbeing is my priority. Ask any of my clients who has been associated with me for more than 10+ years.
Practice at a glance
25
Years of Experience
275
Families Served
₹45
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Gujarati, English
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-39455
IRDAI Licensed Insurance Agent (Life)
01492927
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Organize Financials
Invest for Goals
Build Wealth
Buy Right Insurance
Can help you buy / invest in
Life Insurance
Mutual Funds
NPS & Govt Schemes
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with Bhavin J. Shukla.