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Rajesh S Shah and Associates

Rajesh S Shah and Associates

Mr. Rajesh Shah(Proprietor)

Plot No. B-72, Shop No.5, Vaishnodevi CHS, Sector 12B, Kopar Khairane, Navi Mumbai, Maharashtra 400709. (O) 90224 34100
rsshahlic@gmail.com

About Us

Company Name

:
Rajesh S Shah and Associates

Year of Est.

:
2002

Nature Of Business

:
Service provider, Consultancy Services, Financial Planner, Financial Solution Provider

Our Specialities

Rajesh S Shah & Associates : 

I started my own Financial Advisory firm in 2002. I believe my previous 20 years in different organizations laid the ideal foundation for my work as a financial advisor.

Attention to detail, good listening skills, and great empathy are a few personal attributes that my client appreciates. I have effective support from a team of administration, group benefits, and investment products specialists whose teamwork and professionalism help me build long-term relationships with his growing client base and provide excellent customer service.

From the days when I only had started Rajesh S Shah & Associates and now, When I have a team of 10+ to look after all the journey has been enthralling. I am proud to share that I was recently invited to join the Million Dollar Round Table conference.

WE PLAN FOR YOUR GOOD FUTURE

  • Financial Planning
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Mutual Fund
  • Insurance

Products/Services

Life insurance : HDFC Life & LIC of India

Types of Life Insurance we cover:

  1. Term Life Insurance or Term Plan
  2. Whole Life Insurance
  3. Unit Linked Insurance Plan (ULIP)
  4. Endowment Plan
  5. Money Back Plan
  6. Retirement Plan
  7. Child Insurance Plan
  8. Group Insurance Plan
  9. Savings & Investment Plans

Having life insurance will give you peace of mind. Life is uncertain, and life insurance can offer financial assistance to your family when you are no longer around. You can also plan your retirement by taking a retirement plan where you will receive a monthly income.

Call us now to know why life coverage is important.      

Life insurance : HDFC Life & LIC of India

Health insurance : NIva Bupa , Star Health & HDFC Ergo

Types of Health Insurance we cover :  

  1. Individual Health Insurance
  2. Family Health Insurance
  3. Critical Illness Insurance
  4. Senior Citizen Health Insurance
  5. Top Up Health Insurance
  6. Group Health Insurance
  7. Personal Accident Insurance

Are you in the process of getting health insurance coverage for yourself and your loved ones? But how do you select the best health insurance policy? As we all know, there are way too many options to choose from and so you need to be extra careful to get hold of the most suitable medical insurance coverage. In this article, we speak about the factors to consider when you buy health insurance to ensure you get the best possible policy. 

Call us now to know why Health Insurance is important. 

Health insurance : NIva Bupa , Star Health & HDFC Ergo

Mutual fund : SIP /Lumpsum/SWP

When it comes to investment decisions, it’s better to leave it to the experts. A good investment advisor can help you maximize returns and minimize risks. So from the expert point of view, the best option for you as an investor to achieve your personal financial goals is mutual funds.

Mutual funds come in many varieties, designed to meet different investor goals. Mutual funds can be broadly classified based on the –

  1. Organization Structure 
  2. Management of Portfolio 
  3. Investment Objective 
  4. Underlying Portfolio 
  5. Thematic / solution oriented 
  6. Exchange Traded Funds
  7. Overseas funds
  8. Fund of funds

Call us now to know more about Systematic Investment Plans.

Mutual fund : SIP /Lumpsum/SWP

Payment

Phone Pe Number

:
+91-9820851661

Google Pay Number

:
+91-9820851661

Feedbacks

Enquiry Form





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