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JIGAR SHAH | Rudi Consultancy | MumbaiJIGAR SHAH | Rudi Consultancy | Mumbai

JIGAR SHAH

Rudi Consultancy•Mumbai
1612, Manisha Corporate Park, M G Road, Mulund - West,
Mumbai, 400080
1612, Manisha Corporate Park, M G Road, Mulund - West, Mumbai, 400080
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About

As a Financial Planner, I am rewarded when I see my advice, helping people to Protect their Risk, takes care of Emergencies, Build Wealth & Legacy, and so much more. The satisfaction of helping my consumers secure their Loved ones is what drives me to reach more people and motivates me to provide Financial Freedom to Consumers. VISION • To help 1000 families achieve financial well-being, reach financial life goals, have no financial stress, and develop a sense of financial freedom by 2025. MISSION • Help Individual’s in achieving financial success, hence securing, and achieving their Goals and Dreams. • Plan investments with the sole motive of helping clients move toward a secure and peaceful Retirement maintaining the quality of life they desire. • To provide excellent & time-sensitive service, product availability, and effective compliance. We provide Complete Financial Solutions with Comprehensive Financial Planning which includes: We follow our tagline "CREATING VALUES"

Practice at a glance

16
Years of Experience
600
Families Served
₹40
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with JIGAR SHAH.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check