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Create the life you want with smart investment solutions
Wealth management is our craft. Managing a sizable portfolio of assets and investments requires a smart and comprehensive approach, specially in today’s volatile market conditions. There are many complex variables to consider, ranging from asset management and financial planning to risk reduction, legal and tax strategy. Our team perfectly aligns with your vision, enabling us to deliver personalized, efficient, and effective wealth management solutions.
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Celebrating 30 years of success - Your trust is our Legacy
With 30 years of experience, our greatest strength has been you. Turning every challenge into opportunity, we continue delivering smart, steady and client-centric investment solutions, even during tough markets.
With our continuous work towards creating meaningful wealth management solutions, we have helped hundreds of our clients to grow purposefully. Our success lies in building, growing and preserving the wealth of our clients while helping them achieve their financial goals. We take pride in being your trusted partner on your financial journey.
1990
THE BEGINNING
Started out as Dalal & Shah Fiscal Services Pvt Ltd. in a humble 12X10 office with prime focus on fixed income, competing with NSC/PPF/LIC/UTI agents.
1992
INNOVATIVE SELLING
Rolled out with selling the concept of Direct Bonds, even though there were very limited opportunities in the market for retail clients, via tax-free bonds and becoming market maker for Relief Bond.
1994-95
MARKET MAKER / FIRST VICTORY
Developed Institutional Bond Market with Co-op banks, PFS, Dairies, & trusts along with becoming Market Marker for UNIT’64 scheme.
1996
WINNING AT MUTUAL FUNDS
As the mutual funds industry took a U-turn, we were the only wealth management firm in India to facilitate Franklin Templeton schemes (Templeton India Growth Fund & PRIMA Freedom Plus).
1996-2000
SMOOTH TRANSITIONS
Cruised through the NBFC curve without losing a single penny in the market. Rode the yield curve for PFS, banks, as well as our clients, a period marked with significant landmark transitions.
1998-2001
BEATING THE Y2K
With a keen focus on equity Brokerage for HNI clients, we successfully rode the Y2K wave.
2000
VICTORIES GALORE
Put a halt at Brokerage business at the peak of the market and exploited the Bond Market Bull run to the fullest, covering 50% of retail Ahmedabad Mutual Fund market and also becoming the first distributor to promote ETFs -Benchmark Bees.
2002-03
EXPANSION
Increased the client base by concentrating majorly on High & Medium Net Worth individuals, expanding the team size, investing in state-of-the-art tech. Structured and advised Gujarat's largest insurance deal.
2006-08
REWARDS & RECOGNITION
Awarded All India CNBC TV-18 Financial Advisor Award for West Zone & India.
2008-09
GROWTH AMIDST CRISIS
In spite of the global market crashing owing to the Lehmann crisis, we protected our clients’ wealth through Nabard ZCB bonds by selling 40% of the bonds in market fmps
2011
WELCOMING CHANGES
With an eye on constant improvement in technology & infrastructure, we started focusing more on comprehensive wealth management.
2012
ONE STOP SHOP
With CDSL Depositary Services and NSE-BSE cards, we started inching towards the concept of end-to-end execution, all under one roof.
2012-13
FOOLPROOF PROTECTION
Continuous monitoring of clients’ investment portfolio enabled us steer clear from NSEL with our clients’ wealth being 100% shielded from the scam.
2013-14
SPREADING AWARENESS
Conducted widespread clinics for all our clients for increasing awareness regarding Long Term Bonds & Equity
2014
EXPANDING MARKET SHARE
Captured a sizeable market share of all India Tax Free Bonds Primary Issue by individually persuading all our clients.
2015-16
NEW HORIZONS
Submitted DRHP in September 2015 and got listed in
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Monthly Newsletter – 2025
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Training on Business Etiquette
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Monthly Newsletter – 2024
- Nov 27, 2024
Monthly Newsletter – 2023
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Monthly Newsletter – 2022
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