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How do we work?

Our Process

First, we’ll understand your aspirations

Then, we'll discuss our ideas for wealth building

Now, we'll Implement these ideas to achieve your dreams

Finally, we'll see what we achieved together

Tools

Financial Tools

Welcome to Shilpi Financial Servicez

Your Financial Partner

Shilpi Financial Servicez begin its journey in 1998 with Mr. Sudhakar Shetty as a mutual fund distribution firm and over the years has evolved to provide many other services in the finance sector such as insurance, bonds and Portfolio Management Schemes among other services.

Join us on this journey towards your financial freedom.

Learn More

Services

Our Services

Service

Mutual Fund

Mutual fund investment: Want to be a millionaire when you retire? Get the best SIP investment plan because small investment leads to bigger happiness.

Service

Life Insurance

Life insurance is a vital financial tool that provides peace of mind and financial security for your family in your absence. It's more than just a policy; it's a promise of protection and care.

Service

Health Insurance

Health insurance is a vital shield against unforeseen medical expenses. It ensures peace of mind by covering the financial aspects of healthcare. Health insurance is a financial product designed to cover medical expenses.

Service

Retirement Planning

Retirement planning involves strategic financial preparation, savings, and investment strategies designed to secure a comfortable and stable retirement phase.

Service

Bonds And Debentures

Bonds are a vital component of any well-rounded investment strategy. They offer a stable source of income and are a solid addition to your financial portfolio.

Service

Corporate Fixed Deposits

Corporate deposits or company fixed deposits are term deposits wherein you put your money for a fixed tenure at a fixed rate of interest.

Service

Portfolio Management Schemes

Portfolio Management Service (PMS) is a facility offered by a portfolio manager with the intent to achieve the required rate of return within the desired level of risk.