About Us

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Get personalised guidance from an experienced mutual fund distributor

We, as a partner of NJ Wealth, incorporated in the year 2012 and at present have 100+ satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.

Why Us

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Vision

Our Vision is to provide you with the most ideal solutions in wealth building 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.

03

Delivery

We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.

Our Achievement

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Clients
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Crores of AUM
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Years of Experience
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Awards

Our Team

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At SHIVANI INVESTMENT & FINANCIAL SERVICES,  our mission is to provide our clients with the best solutions in financial assessment and wealth building. We are driven to provide clients with simple, unbiased and uncluttered guidance that adds value to their quality of life and results in actionable solutions.

Contact Us

Office Address
Shop No. - 41 & 42
Padharpur Phata,
Shirwal, Satara - 412801

Contact Information
E-206 Shrinanda Classic, 
Near Kunal Hotel,
Shrinagar, Rahatani, 
Pune 411017

Email Us :gole.rupali@yahoo.co.in

Call Us:9850384701, 9130004701

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