Ravi Shah,
Your Trusted Financial Advisor
Helping you plan, grow, and protect your wealth — with honest advice and proven solutions.
Hi, I’m Ravi Shah , an AMFI-registered Mutual Fund Distributor with 12 years of experience in guiding families and professionals toward their financial goals.
Our Services
Every individual and family is different — your goals, your income, and your dreams. That’s why my approach is personal and flexible. Here’s how I can support you on your financial journey:
Goal-Based Financial Planning
Plan step-by-step for life’s big milestones — from your child’s education and wedding to your own comfortable retirement. I&rsquoll help you define clear goals and build a plan to reach them stress-free.
Mutual Fund Investments
Grow your wealth with carefully selected mutual funds. Whether you prefer SIPs or lump sum investments, I recommend the right mix based on your risk appetite and goals.
Tax Planning & Saving
Don’t let taxes eat into your income. I help you choose tax-saving investments and smart ways to reduce your tax burden legally and efficiently.
Portfolio Review & Rebalancing
Markets change — and so should your investment plan. I provide periodic reviews to check if you’re on track, and rebalance your portfolio if needed to match your goals.
Retirement Planning
Ensure a worry-free retirement with a steady income stream. I&rsquoll help you calculate how much you need, plan your contributions, and select suitable funds to build a robust retirement corpus.
Insurance Planning
Protect your family and assets with the right insurance — life cover, health cover, and critical illness plans that fit your situation and budget.
Children’s Future Planning
Give your child the best possible start in life with dedicated investment plans for education and marriage expenses.
Emergency Fund Setup
I&rsquoll guide you to build an emergency fund so unexpected expenses never derail your goals.
About Us
Hi, I’m Ravi Shah, an AMFI-registered Mutual Fund Distributor with 10+ years of experience. I’m passionate about helping families and professionals make smart investment decisions and build a secure future.
My approach is personalized — I listen to your goals and create tailored strategies using mutual funds, tax-saving instruments, and long-term planning tools.
Whether you’re planning for retirement, your child’s education, or setting up an emergency fund, I’ll be your trusted guide. When I’m not working with clients, I enjoy cricket and reading about financial strategies.
Let’s Connect
I’d love to help you get started on your investment journey. Reach out anytime — I’m just a message away.
📞 Phone: 9876543210
📧 Email: abc@example.com
📍 Location: Mumbai