Nayan Shah
NIVESH SARAL•Mumbai,MH
131 Upper, 1st Floor, Raghuleela Mall, Kandivali West,
Mumbai, MH, 400067
131 Upper, 1st Floor, Raghuleela Mall, Kandivali West, Mumbai, MH, 400067
About
Practice at a glance
10
Years of Experience
596
Families Served
₹64
Crores Managed
Practice Details
Min Monthly Investment:₹20,000 & 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, Senior Citizens / Retirees, HNI Families, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, Gujarati
Qualification Completed
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
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
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Nayan 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
Risk Profile Assessment
Tax-Saving Review
Loan & EMI Review