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we provide financial planning

Comprehensive financial advice and financial services that are tailored to meet your individual needs.

helping you to

grow your business

Comprehensive financial advice and financial services that are tailored to meet your individual needs.

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Use our Budget planner to keep on top of your spending, use our tool to work out what you have left after paying your most important bills.

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Financial Experts

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about finance

More Than 1000 Financial Planners, One Philosophy - Finance

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual.

Our Core Services

core 1

Audit & Assurance

In the purest sense, auditors assess a set of company accounts to determine if they are a true and fair representation of the company's affairs on the accounts date.

core 2

Business Services

Business services is a general term that describes work that supports a business but does not produce a tangible commodity

core 3

Financial Planning

A certified financial planner, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions.

core 1

Wealth Management

Financial planners work with individuals, families and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.

core 2

Tax Planning

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

core 3

Saving Solutions

We’re well into a new financial year and having got your taxes out of the way it’s time to think about making your money work harder for you

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client's reviews

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I got immense help from Nemin Shah. He is so committed and passionate in his profession. He took full responsibility and managed my finance with utmost transparency and integrity. I wish him and his company all the best.

Suraj ratnakar Shetty

Director Funplay Systems Private Limited

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I know Nemin Shah from a long time. I found him always by my side whenever I need him. He is helpful and understands his clients' need very well. His understanding and experience in finance industry helped us a lot.

Chetan Ashok bheda

Director, Neptune Group

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Nemin has very good knowledge and is a very proactive and sound financial advisor. He has good financial accumen. His service is excellent and he is every ready to help/ give you advise with a smile

Shashi Subramanian

DGM (Construction) at Kolte Patil Developers Ltd

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Nemin has not only helped me pick funds per my investment needs but has also ensured that i have a timely check on them throught various portfolio analysis reports. Throught various seminars arranged by him during the year he ensures the clients awarness about mutual fund market and also assures them about the safety of their investments. I have always and will suggest close friends and family to approach him for any investment related needs

Megha Gaikwad

Business Analyst, JP MOrgan chase

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“What particularly impressed me about MR. NEMIN SHAH was just how much time he spent early on in our relationship listening to my particular goals and objectives. I have always found that he truly understand what I am working towards with my career, my investments, and my other personal goals. Their regular reviews and proactive meetings keep me well aware of my progress towards my goals. Consequently, I would gladly refer NEMIN SHAH as a best Financial Planner.”

PARAG P.SHAH

A.T.SOLOVOCHEM Developers DIRECTOR

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I highly recommended Nemin Shah as investments advisor.Because he is competent ,talented and professional.

Orthopedic surgeon

Dr pratul haria

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It has been a great experience to work with Nemin over many years who cares more about my family's needs than his commission checks.

Nemin puts his clients needs first and tailors all his recommendations around those needs and desires.

The level of service and professionalism I’ve received from Nemin and the experienced professional is unparalleled.

I’ve purchased several products (SIP , Mediclaim ) from him over the years and I have always felt confident that I was making a wise investment. Admittedly, I don’t know much about insurance or investments, but Nemin has always taken the time to educate me and inform me about my various options. You can take heart in the fact that Nemin isn’t just trying to sell you something, he legitimately cares about his clients and their well-being” I have been happy to recommend him to friends and family..

Customer Service and Resoucre
Allocation Dale Carnegie of India

Neha Dadia