- At Shiledar Investments, we believe that financial freedom is for everyone. Our journey started with a commitment to simplify finances and empower you to take control of your future. We offer more than just financial advice; we provide a complete partnership dedicated to your success.
- We protect both your wealth and your health. By expertly managing your investment portfolio and providing comprehensive insurance coverage for you and your family, we ensure you have peace of mind. Our personalized approach means we work with you to understand your dreams and build a roadmap to achieve them.
- Join our community and let us help you build a brighter, more secure future, one step at a time.
- Our Approach: We focus on India's young and millennial population, helping them with saving and investing.
- Core Philosophy: Our simple yet disciplined approach prioritizes capital protection as much as maximizing returns. We don't follow market trends blindly.
- Our Role: We act as "Family Advisors and distributors," guiding clients through complex information to make sound investment decisions and create long-term wealth.
- Inspiration: We aim to replicate the success of professional financial planning seen in developed countries, where clients entrust their portfolios to experts to focus on their careers and lives.
- Goal-Oriented Investing: We help investors build and maintain a diversified portfolio based on their goals and risk tolerance.
- Disciplined Approach: We encourage regular saving and rational decision-making, helping clients stay focused on asset allocation rather than market noise or emotional reactions.
- Health protection: We provide quotes and brochures for all existing insurance companies.
- Expert Guidance: Our experienced team conducts in-depth research to create portfolios that channel savings into productive assets, helping to secure a family's financial future.
- Online and offline investment services with doorstep support
- Unbiased advisory services
- Policy registration and claim support
- Customer-centric approach
- One-click investments across multiple assets: fixed income, mutual funds, SGBs, NPS, and insurance
- One-to-one services available with desktop and mobile app logins
- Dedicated support for your financial growth journey
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
DATTATRAY S SHILEDARFOUNDER & CEO
POOJA SHILEDARDIRECTOR
MILIND GOVARISENIOR RELATIONSHIP MANAGER
PAVAN SHINVARIRELATIONSHIP MANAGER
