 We are The Best to Take Care of Your Investments |
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Welcome to Oswal Investments Oswal Investments offers tailored financial solutions including mutual funds, equity, insurance, portfolio management, fixed deposits and more to individuals, trusts, charitable organizations etc. Expertise in financial consultation and in depth market analysis skills elevates the quality of service offered by Mr. Parag P. Shah and his team. |
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Profile Oswal Investments was founded with a modest beginning and presently is one of the best investment and wealth management firms operating in Mumbai. With clients across segments we primarily focus on customer benefit and have a diversified client base that includes retail customers, foreign institutional investors, financial institutions and corporate clients. Headquartered in Mumbai, we have a network spread across cities and towns of India and all our consultation & advisory services are operated by experienced team members. We are a small firm that endeavours to offer excellent quality service and are big enough to offer all of types of financial management solutions. We devise long-term, passive asset management programs specifically to meet client's financial requirements and offer enough support that makes the client a partner in the process. The services are planed using professional collaboration for each task. The key objective is to deliver true peace of mind to clients with regard to complete financial security. Business Ethos : We are successfully operating in this competitive segment, with focus on:
Financial Products and Services Today we are a well established financial services firm offering a range of financial products and services such as- Insurance : We offer life insurance & general insurance services to clients from retail segments, corporates etc. Alliance with different insurance agencies, enables us to offer services in compliance with defined parameters. Mutual funds : We offer mutual fund services pertaining to equity, debt, balanced, growth, tax saving & SIPS . Planned as per clients benefit and financial ease, these services extend effective wealth management services. Portfolio management : Our portfolio management service help clients to structure, optimize and manage financial portfolio. Precise optimization of financial portfolio brings forth balance between risk and return. We offer a range of investment solutions and have helped clients create wealth. Our knowledge of the markets and our understanding of our customer's risks helps us design a range of portfolio offerings for our clients. Equity & Demat : We offer equity and Demat account management services that assist clients to invest in stock markets with good analysis and less risk. Fixed Deposits : Our products for fixed deposit includes options from TATA Motors , HDFC Premium Deposit etc. We assist clients in complete investment procedures. PACL India Ltd. : We extend fixed earning based insurance plans that assure a future financial stability and good returns Strong Team Our firm has its strength in our team of young, talented and confident individuals. Functioning under the able leadership of Mr. Parag P. Shah, who has 7 years of experience in this domain, our professionals carry out different functions with higher level of efficiency. The talented pool of people at Oswal Investments comprises of qualified and experienced professionals with established track record. It is our leaders who have guided us through the ups & downs of the industry, owing to their entrepreneurial spirit, technical expertise, market insight etc. Client Focused Approach We strive to individualize our processes and sit down with each client and help identify his wants and needs through a series of interactions. A focused plan is developed for each client to identify appropriate wealth management choices that are relevant for he client and are measurable as well, offering tax efficient and cost efficiency. We create strategies, which integrate various choices with clients' values and goals. Testimonials Our widespread client list is the testimony to our growth. Some of testimonials are as follows:
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