About Us

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Welcome To Shiv Financial Consultancy

A reputed name for comprehensive financial and product distribution services.

We as Partner firm incorporated in the year 1990 and at present having 1500 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Capital Market, Mutual Fund consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of 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 secured retirement life.

No success comes without hardships. The Firm has gone through its share of ups and downs, individually and also due to market conditions. Over the years we have grown to provide several services in the form of NSE & BSE trading, NSDL, Mutual funds, online trading with the constant support of our clients and efforts of our dedicated staff. It is said that institutions do not make people, but people make institutions.

We aspire to be one of the leading broking houses of the nation by providing constant guidance, support and customized services to our customers. We provide real time information coupled with prompt and accurate services so as to enable our clients to take the finest investment decisions. We are the relationship people and trust and loyalty form the building blocks of our organization. Our foray into different aspects of financial services only reinforces our potential and people’s confidence in us. We sow the seeds, you reap the rewards!

What We Offer

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Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Assisting clients in fulfilling their needs.

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Awards

Our Team

Mr. Jagdish Sheth
Mr. Jagdish ShethFounder
Mr. Jagdish Sheth is the Partner Firm. One of the oldest in the team, he has over 30 years of rich experience in the Capital Market & financial services industry. He is B.com by education, he is known for his deep understanding of the distribution practices and its challenges.
Mr. Satish Sheth
Mr. Satish Sheth
Mr. Satish Sheth is the Partner Firm. One of the oldest in the team, he has over 25 years of rich experience in the Capital Markets & financial services industry. He is M.com, LL.B by education, He is having good knowledge of day-to-day operations of the Firm. he is taking active part in the business and operational efficiency of the firm.
Mr. Prashant  Kachhia
Mr. Prashant Kachhia
Mr. Prashant Kachhia is the Relationship Manager, having an experience over 19 years in the Capital Market & financial services industry. He is responsible for investment advisory and portfolio management.
Mr. Harshad  Pancholi
Mr. Harshad Pancholi
Mr. Harshad Pancholi is the Executive, having an experience over 17 years in the Capital Market & financial services industry. He is responsible for investment advisory and portfolio management.
Mr. Dharmesh  Gandhi
Mr. Dharmesh Gandhi
Mr. Dharmesh Gandhi is the Executive, having an experience over 8 years in the Capital Markets ,Mutual Funds & financial services industry. He is responsible for investment advisory and portfolio management.

Contact Us

Shiv Financial Consultancy
Office Address:
Chavdi Bazar,
Petlad:388450,
Dist: Anand, Gujarat
India.

Contact Details:
Office No: 02697-224327; 224328
Mobile No: 9825224327, 9825245120
Email: shivfin90@gmail.com 

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