Rajesh Shah
Saatvik Investments•Mumbai
203, Rajasthan Technical Centre, Opp. Shreyas Cinema, Off LBS Marg, Ghatkopar (W), Mumbai,
Mumbai, 400086
203, Rajasthan Technical Centre, Opp. Shreyas Cinema, Off LBS Marg, Ghatkopar (W), Mumbai, Mumbai, 400086
Practice at a glance
0
Years of Experience
250
Families Served
₹150
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
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 V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Rajesh Shah.
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review