Keval Shah
Shreyansh Consultants•Mumbai,MH
Just Business Center, 1st Floor, G-128, Raj Arcade, opp. Dmart, Mahavir Nagar, Kandivali West,
Mumbai, MH, 400067
Just Business Center, 1st Floor, G-128, Raj Arcade, opp. Dmart, Mahavir Nagar, Kandivali West, Mumbai, MH, 400067
About
Practice at a glance
14
Years of Experience
91
Families Served
₹21
Crores Managed
Practice Details
Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
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
Complimentary Services
Get any of the free services to experience working with Keval Shah.
30 Minute Q&A — Ask Me Anything
Insurance Portfolio Review
Mutual Fund Portfolio Review