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Shalibhadra - Ahemdabad |
| Products :Investment Planning & Consultancy, Wealth Management, Mutual Funds, Fixed Deposits |
| Contact Address :
5, Divya Complex, Above Rajasthan Tourism, Near Mithakhali Underbridge, Navrangpura
Ahmedabad,
Gujarat India |
| Phone : 079–26440573 |
Cell : +91 94274 19746
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| Email : Shalibhadra@hotmail.com |
Website : http://www.shalibhadra.in
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Company Profile :
SHALIBHADRA: The brand is owned by Mrs. Nita Siddharth Shah. MF Distributor-ARN-2328. N. S. Shah, started in 1982, our financial service providing firm is now backed with 31 years of expertise and competence in field of mutual funds, fixed deposit and wealth creation consulting. We are certified AMFI distributor.
In City of Ahmedabad, we are known as “Shalibhadra” Master Investment Broker.
Mission-
Our mission is to be in the heart of the investors as genuine, understanding and skilled investment Broker by adopting best ethical business practices to see investors reaching their financial goal and achieve financial freedom.
Vision-
Our vision is to become market leader in retail segment and create an environment of open interaction with smallest of the investors. We visualize to create a dream within them, educating & introducing a long term financial plan and to achieve ultimate financial freedom with disciplined investment approach.
Business Approach –
- To nurture long-term relationship with investors
- Our growth remains in growth of wealth of our investor
- We always aim to achieve value based returns for our investors rather than higher rate of returns
- To stay away from temptation of higher returns, we believe that investors should earn good returns which gives safety, liquidity and tax efficiency.
- We deliver off side services to our investors like paper handling, complaint settling, succession planning and everything which give them peace of mind.
Profile and Recognition -
- Investment Broker since last 31 years
- Dealing in Mutual Funds since 1997
- Dealing in Company Fixed Deposits since 1982
- One of the distributors in Gujarat with highest number of clients.
- Fr. Templeton MF : Member Elite Club Distributor
- Reliance MF : Platinum Club Key partner
- HDFC MF: Sundaram MF : TATA MF : Kotak MF: DSP BR MF : Diamond partner.
- Previously allotted investor relations center by LIC MF and Canara Robaco MF.
- Certificate of Appreciation received for various achievements
- Various articles published in different forms of media
- Delivered radio talk on investors’ awareness by Govt. of Gujarat under “Jago Grahak Jago” programme.
- Delivered lecture at Mutual Fund seminar organized by “Divya Bhasker”, A Gujarati daily. Business Activities
- Clients Includes High Net Worth Individuals
Online Portfolio services
- Portfolio repair and Reshuffling services
- Paper management and Door step services
- Training Seminars for Investor’s Education.
- Latest ambitious initiative for “Jagrut Investor”, A Financial Literacy and Investment Awareness Club
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