At Shivani Investment , we adopt a structured and
disciplined advisory approach and provide you portfolio
solutions which meet your desired financial goals and
milestones. Work with us to develop a wealth creation and protection plan
that provides you with the best chance to reach your financial
goals according to your specific needs and comfort levels.
At Shivani Investment , we offer you a complete range of
solutions that complement our advisory services. The range
includes a combination of best of breed proprietary and non
proprietary (third party) products. The approach is to
recommend you product solutions within your overall asset
allocation in an unbiased manner after evaluating all the
options available in the market.
estate planning, insurance, and wealth management expertise
will put you in the best position to succeed while allowing
you to maximize your time devoted to focusing on the pursuits
that are most important to you.
We offering our clients specific solutions likes :-
- Investment Advisory Services MF,
- Fixed Deposits,
- Equity Shares
- Life and General Insurance
what we are all about, we think we should tell you about
what we believe in. We have read somewhere If you don't design your own
life plan, chances are you will fall into someone else's plan. And guess
what they have planned for you? Not much!?
We could not agree more. So two ex-bankers got together to help you
design your life plans keeping your priorities before theirs.