About Us

Mr. Sunil S Shah

Mr. Suresh Shah

Mr. Romit P Shah

Welcome's You

We work hard & try doing everything possible so that we & our family can lead a secure comfortable life. We all accumulate money but never give a serious thought about investing it right. I, Sunil Shah & Suresh Shah, welcome you to my website. Here, I will guide you in saving money the right way & help you in realizing your life goals.
With over 50 years of experience as a Financial Advisor, I have always believed in first listening to & understanding my clients and then help them chalk out a plan that will lay the solid foundation to a secured future. Rendering my services to over 1500 individuals & having serviced over 3500 policies, I am hopeful of helping many more to gain financial freedom. I keep in sync with the latest happenings of the finance industry by regularly updating my skills & knowledge by attending industry-level training meets, seminars & conferences.
Being tech savvy, I have implemented latest CRM technology along with easy to use online based services so that my clients can view their investments, check latest info, read industry related news, articles, premium updates & reminder and much more on the go.
If you are thinking about starting to invest, now is the time. And as your trusted advisor, I will be with you in every step you take.

Awards & Recognition:

  • 1. Chairman’s Club Member-LIC
  • 2. MDRT- 2002 & 2013