HOW IT WORKS?
Here are the 3 working steps on success.
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About us
Shelly Gupta stands as a stalwart in the financial landscape, boasting a rich legacy of over two decades of profound expertise. In her multifaceted role as both a discerning trader and a seasoned investor, Shelly brings a unique blend of insight and intuition to the financial markets. Holding an illustrious academic record, she is a distinguished alumnus with a Master's in Commerce (M.Com) and a Master's in Philosophy (M.Phil), attesting to her scholarly prowess.
Certified by the Association of Mutual Funds in India (AMFI) as a Mutual Fund Distributor, Shelly's professional acumen extends to navigating the complexities of the financial domain with finesse.
Read MoreCollect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
"Shelly Gupta's financial expertise has been a game-changer for me. Her tailored approach to financial planning has significantly enhanced my investment portfolio. Truly satisfied!"
P L Pathak
"The comprehensive financial guidance provided by Shelly Gupta has not only optimized my tax strategies but has also given me confidence in navigating the dynamic investment landscape. Highly recommended!"
Diksha Kathpalia
"Shelly's commitment to financial literacy is commendable. Her personalized services have helped me align my financial goals effectively. Grateful for the valuable insights!"
Er. Abhay Raj Singh
"I've been a client for over 7 years, and Shelly Gupta's consistent track record in managing my investments has been exceptional. Trustworthy and reliable!"
Dr Naval Bansal
"Shelly's in-depth knowledge of the financial markets has been instrumental in securing my family's future. Her dedication to client empowerment sets her apart."
Ravi Kant Arora
"Navigating the complexities of taxation was made simple with Shelly's guidance. Her personalized tax optimization strategies have been a game-changer for my financial health."
Dr. Meena Singh
"Shelly's commitment to educating clients is truly commendable. Her seminars and insights have empowered me to make informed decisions, ensuring financial well-being."
Mr. R K S Rathore
"The tailored financial planning services provided by Shelly Gupta have exceeded my expectations. Her attention to detail and client-centric approach are truly appreciated."
Rohit Kathuria
"Shelly Gupta's expertise has transformed my approach to investments. Her recommendations have consistently outperformed the market, delivering exceptional returns."
Mr. Pradeep Singh
"I've entrusted my financial planning to Shelly for years, and the results speak for themselves. Her commitment to excellence has made her an invaluable asset to my financial journey."
Mr. Sudhakar Dogra
"Shelly Gupta's personalized financial goals planning has given me clarity and direction. Her approach is not just about managing wealth but about securing financial dreams."
Mr. Rajesh Sharma
"Shelly Gupta's services have been a revelation. The depth of her knowledge, coupled with a genuine concern for her clients' well-being, makes her a standout financial advisor."