Vasudha Investments, co-founded by Saurabh Shah and Shetal Shah, brings over 20 years of expertise in financial product distribution.
Established as a proprietorship in 2016, the firm transitioned into Vasudha Investments LLP, with both co-founders completing CFP certification in 2021 to enhance their financial planning capabilities.
After working in the broking industry from 1999 to 2016, it became clear that direct equities and derivatives trading lacked income stability for investors.
This realization led to a shift in focus at Vasudha Investments—transforming clients from traders to long-term investors for more sustainable financial growth.
Established as a proprietorship in 2016, the firm transitioned into Vasudha Investments LLP, with both co-founders completing CFP certification in 2021 to enhance their financial planning capabilities.
After working in the broking industry from 1999 to 2016, it became clear that direct equities and derivatives trading lacked income stability for investors.
This realization led to a shift in focus at Vasudha Investments—transforming clients from traders to long-term investors for more sustainable financial growth.
At Vasudha Investments, we stand for,
- Honesty
- Transparency
- Confidentiality
Our clients are at the heart of everything we do. We strive to understand their needs & delivered tailored solutions that enhance their financial well-being.
- Empower families to become financially independent
- Mitigate significant financial risks
- Ensure a secure future for you and your loved ones
- Free Portfolio Reviews
- Educational Webinars
- Personalized Financial Planning
Our Skills
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.
Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%
Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
E Wealth Account
NJ Recommended MF Portfolio
Vasudha Investments Team
Saurabh Shah
Co-Founder, Certified Financial Planner
Saurabh Shah is a Certified Financial Planner (CFP) and the founder of Vasudha Investments. As a Family’s Financial Expert, he helps clients achieve their financial goals through personalized guidance and strategic insights, empowering them to make informed decisions and optimize their resources for financial success.
Saurabh Shah is a Certified Financial Planner (CFP) and the founder of Vasudha Investments. As a Family’s Financial Expert, he helps clients achieve their financial goals through personalized guidance and strategic insights, empowering them to make informed decisions and optimize their resources for financial success.
Shetal Shah
FInancial Consultant, Family’s Financial Expert
Shetal Shah is a seasoned financial expert and the co-founder of Vasudha Investments. As a Family Financial Expert, she guides her clients in navigating their financial journeys and achieving their aspirations.
Shetal Shah is a seasoned financial expert and the co-founder of Vasudha Investments. As a Family Financial Expert, she guides her clients in navigating their financial journeys and achieving their aspirations.
Nirvi Marjadi
Relationship Manager
Nirvi Marjadi holds an MBA and a Post Graduate degree in Management, both obtained in 2013, specializing in Human Resources. She has over four years of professional experience in HR. Nirvi Marjadi represents Vasudha Investments in Ahmedabad as Relationship Manager.
Nirvi Marjadi holds an MBA and a Post Graduate degree in Management, both obtained in 2013, specializing in Human Resources. She has over four years of professional experience in HR. Nirvi Marjadi represents Vasudha Investments in Ahmedabad as Relationship Manager.
