Get personalised guidance from an experienced mutual fund distributor
SHALINI INVESTMENT & ALLIED SERVICES was incorporated in the year 2004, and at present has more than 1200 satisfied clients. We will help clients achieve their Financial goals with effective and smart investment planning. A team of CERTIFIED FINANCIAL PLANNER ( CFPCM), Mutual Fund, and Insurance consultants recognized by the FPSB India, NSE National Stock Exchange, and AMFI (Association of Mutual Funds of India). We offer comprehensive financial planning services and have a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life. We are also associated with the education partner for the FPSB India for the certification course of CFPCM.
Why Us
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Vision
Our Vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being.
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Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
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Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life.
Our Achievement
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Clients
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Cores of AUM
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Years of Experience
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Awards
Our Team
| Management: | |
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Mrs. SHALINI CFPCM |
| Mrs.SHALINI is a CERTIFIED FINANCIAL PLANNER CFPCM, One of the professional degrees in the financial sector, she has over 10 years of rich experience in the financial services industry. She is known for his deep understanding of the financial planning and its challenges. | |
| Supporting Team: | |
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Mr. Manish Kumar |
| Manish Kumar is the Relationship Manager, having an experience over 8 years in the financial services industry. He is responsible for all type services . | |
