Phone: 9820139179
Email: Dharmeshshah2905@gmail.com
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AMFI Registered  |  CFP Certified  |  IRDA Licensed

We Distribute All Financial Products, In Line With Your Risk Profile

Helping individuals and families grow their wealth through the right financial product at the right time. Guided by 24 years of certified expertise.

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24+ Years Experience
500+ Families Served
40+ AMC Partners
Financial Planning
Personalised financial roadmaps built around your life goals
CFP
Certified Financial Planner designation
AFGP
Advanced Financial Goal Planning - AAFM
Regulated & Recognised By
AMFI Registered IRDA Certified CFP Certified AAFM - AFGP SSL Secured
What We Offer

Our Services List

Comprehensive financial solutions distributed in line with your individual risk profile and life goals.

Investment Portfolio
Investment Portfolio

Strategically curated portfolios tailored to your financial goals, risk appetite, and investment horizon for optimal long-term wealth creation.

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Wealth Management
Wealth Management

Holistic wealth creation and preservation strategies that compound your assets systematically for generational financial security.

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Retirement Planning
Retirement Planning

Build a dependable retirement corpus with structured SIPs and pension instruments so your post-retirement years remain completely stress-free.

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Tax Planning
Tax Fundamentals

Optimise your tax liability through ELSS, insurance and statutory instruments to keep more of what you earn within full legal compliance.

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Mutual Fund
Mutual Fund

Access over 40 AMCs and hundreds of curated schemes across equity, debt, hybrid and index categories designed for every investor profile.

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General Insurance
General Insurance

Life, health and general insurance solutions that protect your family and assets against unforeseen risks and financial disruptions.

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Dharmesh R Shah - CFP
24+
Years of
Expertise
About Us

Mr. Dharmesh R Shah
Certified Financial Planner

Mr. Dharmesh R Shah is a Certified Financial Planner and a recognised Mutual Fund Distributor certified by AMFI. He specialises in Advanced Financial Goal Planning (AFGP) from the American Academy of Financial Management India and is a Certified Insurance Agent licensed by IRDA.

With over 24 years in India's financial services industry, he brings deep expertise across investment avenues, wealth creation instruments and goal-based financial planning helping hundreds of families build lasting financial security.

Certified Financial Planner (CFP)
AMFI Registered Distributor
AFGP — AAFM India
IRDA Certified Insurance Agent
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Plan Ahead

Financial Calculators

Secure your future through systematic investment. Select your goal and calculate how much you need to invest.

Financial Calculators
SIP Wealth Creation
Child Education Goal
Child Marriage Plan
Retirement Plan
Dream Vacation Plan
Dream House Plan
How It Works

Your Journey to Financial Freedom

1

Free Consultation

Share your financial goals, income, and concerns with our certified planner in a no-obligation session.

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2

Risk Profiling

We assess your risk appetite, time horizon, and liquidity needs to build a precise investor profile.

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3

Tailored Plan

Receive a customised investment and insurance roadmap aligned to your goals and risk tolerance.

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4

Ongoing Review

Periodic portfolio reviews and rebalancing to keep your plan on track as your life evolves.

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Client Stories

Trusted by Families Across India

“
★★★★★

Dharmesh Shah has been our family financial guide for over a decade. His advice on mutual funds and retirement planning has made an extraordinary difference to our financial security.

A
Amit Ahuja
Client since 2013
“
★★★★★

The team explained every investment option in plain language. I finally feel confident about where my money is going and what it is working towards for my future.

V
Vishal Shinde
Client since 2016
“
★★★★★

My child's education fund is now fully on track. The goal-based planning approach gave me a clear picture of what to invest and the discipline to stay the course.

B
Bhawna Dhawan
Client since 2018
Free Consultation

Let Us Build Your Financial Roadmap

Talk to a Certified Financial Planner. No obligation, no jargon. Just honest advice aligned to your goals and risk profile.

Personalised Portfolio Review We analyse your current investments and identify gaps and opportunities.
Goal-Based Investment Mapping Retirement, education, home — we map investments to each specific goal.
Risk Profile Assessment Understand exactly how much risk you should take for your investment timeline.
Free eBook Included Receive "5 Steps Towards Financial Freedom" with your consultation booking.

Book Your Free Session

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Your information is secure and will never be shared with third parties.

Ready to Start Growing Your Wealth?

Join hundreds of families who have secured their financial future with Sambhav Finvest.

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