AMFI-Registered Mutual Fund Distributor

Welcome To

Sheth Investments & Insurance Smart Hub

“Client First Is Our Policy”

Committed to clients and serving them honestly for their long term goals to achieve & getting satisfied when see smile on their face goals like children education domestic as well abroad,their marriages and travel abroad for holidays One of my client was badly infected with Corona virus and was having mediclaim policy given by me for Rs 5 Lacs only and his hospital Bill's for 2months was Rs 15 lacs I was instrumental to get him Rs 15 lacs that too cashless.

Services & Products

Mutual Funds

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

Life Insurance

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

Health Insurance

It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

Fixed Deposit

Fixed Deposits are deposits where a particular sum of money is invested for a fixed duration. The duration of Fixed Deposits is flexible.

Succession Planning

Succession planning is all about finding the right strategy for the better fruitful up comings of profits even in the later years.

PMS, AIF, BONDS

Portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full spectrum of investments.

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

Here's Our Six Steps Process

Evaluate Current Position

Identify Goals

Work Out The Plan

Implement The Plan

Periodic Monitoring

Review & Rebalance

30 cr +

Assets Under Management

200 +

Clients Served

15 +

Associated AMCs

20 +

Cities Serviced

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