In the year 1975, Late Mr.Vinod Shah-Founder of NM iNVESTMENT entered the field of wealth management with an affirmation to bring investment opportunities to light for end consumers. With his dedication and hard work, he earned a respectable name in the field. With the idea of expansion, in the year 1986, his sons Mr. Sunil Shah and Mr. Jayesh Shah joined him.
Under his constant guidance, the two sons flourished the family business of assisting people in managing their wealth optimally and started a firm ‘NM iNVESTMENT’, in the year 2000, giving themselves a corporate identity. And now the third generation, Mr. Nihar Shah, son of Mr.Jayesh Shah has joined the business in 2014 after taking professional education in the same field with a promise to continue the respectable legacy.
My clients trust me for being an expert in the field of personal finance. I shall keep myself updated with the required knowledge & skills to provide expert recommendations to my clients.
My clients trust me for being transparent in all my dealings with them. I shall voluntarily disclose all material facts & conflicts of interest in a fair & transparent manner to my clients.
My clients trust me for empathizing with their dreams, goals, aspirations & anxieties. I shall be mindful, compassionate and respectful of all their feelings around both money & life.
My clients trust me for being honest in our relationship. I shall always maintain the integrity of our professional relationship and never do anything which is a let-down to my clients.
My clients trust me for providing truly unbiased &independent advice. I shall ensure that my clients' interest always comes before my personal gains and advice is void of any biases.
My clients trust me for providing solutions to their problems, needs & requirements and not merely execute their transactions. I shall be diligent in offering the best possible solutions.
Co-Founder
Independent Financial Advisor
Experience: 33 Years
Specialization: Postal Schemes and Mutual Funds
Co-Founder
Independent Financial Advisor
Experience: 31 Years
Specialization: Insurance & Mutual Funds LIC Chairman’s Club Member since 2011
Managing Director
Certified Financial Planner
Certified Financial Goal Planner
MBA with Specialization in Wealth Management
Experience: 5 Years
Specialization : Financial Planning & Wellbeing
Copyright © NM iNVESTMENT. All rights reserved. | Privacy Policy
.png)
.png)
.png)