Shekhawat FinServ

Shekhawat FinServ Financial Planning, Investment Consultancy, Tax Planning, Corporate and Individual Investment Solutions, Investor Awareness Programs, Portfolio Designing

"A prime test of the competent analyst is his power to distinguish between important and unimportant facts and figures in a given situation" - Benjamin Graham (The Intelligent Investor)

We as a financial advisor has always believed in goal based financial planning. When you do not know your financial goal, you will go directionless chasing not so important things and missing on the final GOAL. To

make our investors not fall in this trap we use scientific tools for their risk profiling, goal mapping, continuous monitoring and pruning of portfolio. We have taken subscription of a UK based research tool for advanced data crunching. It gives us upper hand over our peer group who majorly depends on websites or AMCs for knowledge acquisition. We also have a firm belief in asset allocation. It means that a optimum mix of Equity and Debt is given to investors based on their risk appetite and Goals. We have a single stop all Financial solution concept. We also offer Term Plan, Health Insurance, Accidental Insurance, Four wheeler Insurance, Two Wheeler Insurance, Corporate Deposits.

20/10/2020

Interesting Video for all those who are interested in numbers

Happy Mahavir Jayanti to you and your family. May your life is full of positivity and brightness, happiness and purity. ...
06/04/2020

Happy Mahavir Jayanti to you and your family. May your life is full of positivity and brightness, happiness and purity. May you are blessed with the strength to follow the right path of kindness and goodness. https://bit.ly/3bmudT5

May Lord Rama bestows happiness and prosperity in your life and brightens it with his divine blessings. Happy Ram Navami...
02/04/2020

May Lord Rama bestows happiness and prosperity in your life and brightens it with his divine blessings. Happy Ram Navami! https://bit.ly/3bmudT5

Savings, when done at the right time and age, help in securing sufficient funds for your later years and assures that yo...
31/03/2020

Savings, when done at the right time and age, help in securing sufficient funds for your later years and assures that you can maintain your lifestyle. So, don’t just save but also invest what you have saved to enjoy a bright future.
Visit: https://bit.ly/3bmudT5

We all wish to live the perfect and prosperous tomorrow and to achieve that must need to have a perfect today that requi...
27/03/2020

We all wish to live the perfect and prosperous tomorrow and to achieve that must need to have a perfect today that requires ideal and reasonable efforts. So, rather than wasting time, plan out the future and start doing things.
Visit: https://bit.ly/3bmudT5

May this festival of Gudi Padwa bring peace, luck, success and happiness for all. Let’s pray for peace and a healthy wor...
25/03/2020

May this festival of Gudi Padwa bring peace, luck, success and happiness for all. Let’s pray for peace and a healthy world and take a pledge to stay at home and be safe by following all rules and regulations.

Wishing you a very Happy Gudi Padwa 2020! Visit: https://bit.ly/3bmudT5

15/09/2017
Another benchmark for mutual fund investments
10/09/2017

Another benchmark for mutual fund investments

HDFC MF - Financial Advisor par Bharosa Karein
29/08/2017

HDFC MF - Financial Advisor par Bharosa Karein

Through compounding, small amounts, along with their returns help create a large corpus.Effect of compounding is greater...
24/08/2017

Through compounding, small amounts, along with their returns help create a large corpus.
Effect of compounding is greater if you start early and stay invested over a long term.

Through compounding, small amounts, along with their returns help create a large corpus. Effect of compounding is greater if you start early and stay

What is your long term financial goal?
28/06/2017

What is your long term financial goal?

Power of compounding
27/06/2017

Power of compounding

Address

3/Ratanjeet Complex, Sector 13, Hiran Magri
Udaipur
313002

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 9am - 8pm
Sunday 9am - 8pm

Telephone

9001793293

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