Mr. Kiran L. Shah
Mr. Kiran L. Shah is a certified investment advisor with various commendations in his cap. He is member of MDRT (Million dollar round table) and COT ( Court of Table ) one the most premier associations for financial advisors across the globe. He has also been ranked as top advisor in his branch numerous times for the best insurances practices and sound insurance advices rendered to his client. Our team is there for you whether it is a service issue or a coverage question or a review of your financial wellbeing. At every step our team will conduct a need analysis and then suggest you appropriate investment option required to protect and add to your financial portfolio. We ensure that you are aware of all your investment options and educate you best to choosing one.
RISK UNDER MANAGEMENT
REGULAR REVIEW OF YOUR FINANCIAL PRODUCTS & NEEDS
TIMELY REVIEW OF YOUR PORTFOLIO
News
Your income tax refund for AY 2025-26 is delayed? Experts explain new rule behind holding back ITR refunds
Financial Express 10/07/2025
As ITR filing for AY 2025-26 picks up pace, reports suggest the government may delay issuing tax refunds until past assessments are cleared under Section 245. Experts warn this move could hurt honest and salaried taxpayers who rely on timely refunds for financial planning and liquidity.
Common mistakes when buying insurance: Smart investors often make common mistakes when buying insurance — such as underestimating the importance of term insurance, relying solely on employer-provided cover, or prioritising lower premiums over policy features and claims support — which can result in inadequate coverage and financial vulnerability.
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