we BRING

Executed through careful planning, empowering you and your future generations
212
Corporate tie-ups
130
Institution tie-ups
211
NRIs till date
170
HNIs till date
7,813
Retailiers
480
Man years of
experience

our Journey

30 years of growing with our clients, against all odds
1990
THE BEGINNING
Started out as Dalal & Shah Fiscal Services Pvt Ltd. in a humble 12X10 office with prime focus on fixed income, competing with NSC/PPF/LIC/UTI agents.
1992
INNOVATIVE SELLING
Rolled out with selling the concept of Direct Bonds, even though there were very limited opportunities in the market for retail clients, via tax-free bonds and becoming market maker for Relief Bond.
1994-95
MARKET MAKER / FIRST VICTORY
Developed Institutional Bond Market with Co-op banks, PFS, Dairies, & trusts along with becoming Market Marker for UNIT’64 scheme.
1996
WINNING AT MUTUAL FUNDS
As the mutual funds industry took a U-turn, we were the only wealth management firm in India to facilitate Franklin Templeton schemes (Templeton India Growth Fund & PRIMA Freedom Plus).
1996-2000
SMOOTH TRANSITIONS
Cruised through the NBFC curve without losing a single penny in the market. Rode the yield curve for PFS, banks, as well as our clients, a period marked with significant landmark transitions.
1998-2001
BEATING THE Y2K
With a keen focus on equity Brokerage for HNI clients, we successfully rode the Y2K wave.
2000
VICTORIES GALORE
Put a halt at Brokerage business at the peak of the market and exploited the Bond Market Bull run to the fullest, covering 50% of retail Ahmedabad Mutual Fund market and also becoming the first distributor to promote ETFs -Benchmark Bees.
2002-03
EXPANSION
Increased the client base by concentrating majorly on High & Medium Net Worth individuals, expanding the team size, investing in state-of-the-art tech. Structured and advised Gujarat's largest insurance deal.
2006-08
REWARDS & RECOGNITION
Awarded All India CNBC TV-18 Financial Advisor Award for West Zone & India.
2008-09
GROWTH AMIDST CRISIS
In spite of the global market crashing owing to the Lehmann crisis, we protected our clients’ wealth through Nabard ZCB bonds by selling 40% of the bonds in market fmps
2010
ONE STOP SHOP
With CDSL Depositary Services and NSE-BSE cards, we started inching towards the concept of end-to-end execution, all under one roof.
2011
WELCOMING CHANGES
With an eye on constant improvement in technology & infrastructure, we started focusing more on comprehensive wealth management.
2012-13
FOOLPROOF PROTECTION
Continuous monitoring of clients’ investment portfolio enabled us steer clear from NSEL with our clients’ wealth being 100% shielded from the scam.
2013-14
SPREADING AWARENESS
Conducted widespread clinics for all our clients for increasing awareness regarding Long Term Bonds & Equity
2014
EXPANDING MARKET SHARE
Captured a sizeable market share of all India Tax Free Bonds Primary Issue by individually persuading all our clients​.
2015-16
NEW HORIZONS
Submitted DRHP in September 2015 and got listed in Mar 2016 on NSE, becoming the first ever IFA practice to get enlisted on the stock exchange.
2017
BIGGER WINS
Crossed the Mutual Fund AUM 1000Cr mark and received license for Registered Investment Advisor (RIA).
2018
MORE AWARDS
Awarded the Top Volume Performers in non-competitive bidding (Gsec & TBills)
1990
THE FORMATION
We help clients who are planning their wealth management for their
We help clients who are planning their wealth management for theirWe help clients who are planning their wealth management for their
We help clients who are planning their wealth management for their
1995
fIRST VICTORY
We help clients who are planning their wealth management for their
We help clients who are planning their wealth management for theirWe help clients who are planning their wealth management for their
We help clients who are planning their wealth management for their
2000
FIRST CORPORATE COLLAB
We help clients who are planning their wealth management for their
We help clients who are planning their wealth management for theirWe help clients who are planning their wealth management for their
We help clients who are planning their wealth management for their
1990
THE BEGINNING
Started out as Dalal & Shah Fiscal Services Pvt Ltd. in a humble 12X10 office with prime focus on fixed income, competing with NSC/PPF/LIC/UTI agents.
1992
INNOVATIVE SELLING
Rolled out with selling the concept of Direct Bonds, even though there were very limited opportunities in the market for retail clients, via tax-free bonds and becoming market maker for Relief Bond.
1994-95
MARKET MAKER / FIRST VICTORY
Developed Institutional Bond Market with Co-op banks, PFS, Dairies, & trusts along with becoming Market Marker for UNIT’64 scheme.
1996
WINNING AT MUTUAL FUNDS
As the mutual funds industry took a U-turn, we were the only wealth management firm in India to facilitate Franklin Templeton schemes (Templeton India Growth Fund & PRIMA Freedom Plus).
1996-2000
SMOOTH TRANSITIONS
Cruised through the NBFC curve without losing a single penny in the market. Rode the yield curve for PFS, banks, as well as our clients, a period marked with significant landmark transitions.
1998-2001
BEATING THE Y2K
With a keen focus on equity Brokerage for HNI clients, we successfully rode the Y2K wave.
2000
VICTORIES GALORE
Put a halt at Brokerage business at the peak of the market and exploited the Bond Market Bull run to the fullest, covering 50% of retail Ahmedabad Mutual Fund market and also becoming the first distributor to promote ETFs -Benchmark Bees.
2002-03
EXPANSION
Increased the client base by concentrating majorly on High & Medium Net Worth individuals, expanding the team size, investing in state-of-the-art tech. Structured and advised Gujarat's largest insurance deal.
2006-08
REWARDS & RECOGNITION
Awarded All India CNBC TV-18 Financial Advisor Award for West Zone & India.
2008-09
GROWTH AMIDST CRISIS
In spite of the global market crashing owing to the Lehmann crisis, we protected our clients’ wealth through Nabard ZCB bonds by selling 40% of the bonds in market fmps
2010
ONE STOP SHOP
With CDSL Depositary Services and NSE-BSE cards, we started inching towards the concept of end-to-end execution, all under one roof.
2011
WELCOMING CHANGES
With an eye on constant improvement in technology & infrastructure, we started focusing more on comprehensive wealth management.
2012-13
FOOLPROOF PROTECTION
Continuous monitoring of clients’ investment portfolio enabled us steer clear from NSEL with our clients’ wealth being 100% shielded from the scam.
2013-14
SPREADING AWARENESS
Conducted widespread clinics for all our clients for increasing awareness regarding Long Term Bonds & Equity
2014
EXPANDING MARKET SHARE
Captured a sizeable market share of all India Tax Free Bonds Primary Issue by individually persuading all our clients​.
2015-16
NEW HORIZONS
Submitted DRHP in September 2015 and got listed in Mar 2016 on NSE, becoming the first ever IFA practice to get enlisted on the stock exchange.
2017
BIGGER WINS
Crossed the Mutual Fund AUM 1000Cr mark and received license for Registered Investment Advisor (RIA).
2018
MORE AWARDS
Awarded the Top Volume Performers in non-competitive bidding (Gsec & TBills)

OUR STRONGHOLD

Our strength lies in our core values that we uphold, come rain, hail, or shine
Client-centricity

While we have the world of investments at our fingertips, we still believe in creating tailor-made solutions for our clients.

Inclusivity

The essence of our inclusivity can be witnessed through how easily we transform complex procedures into simple yet impactful investment ideas for our diverse clientele.

Transparency

Zero investment details hidden from our clients, keeping them 100% involved throughout the process. Your returns are critical. Our revenues are just a happy by-product.

Innovation

Our focused and in-depth research serves as an unshakable foundation on which our winning investment plans are built powered with 100% long-term commitment & confidentiality.

OUR MANTRAs

We follow few mantras and
we would want you to know.
01
Getting a new client is the toughest part of
the job hence we
believe in being a solution provider, not
a product pusher.
02
We set no revenue targets, never follow "one-shoe-fits-all" policy, and always sit on your side of the table, protecting your interests.
03
We use our experience
and expertise in empowering the client, and, thus, have never lost a single client in
the last 30 years!

OUR OFFERINGS

Growing your wealth always comes first
Advisory
Cutting edge investment expertise for you aimed at multiplying your assets manifold, ensuring guaranteed consistent growth of your wealth.
Structuring
Building a rewarding investment portfolio with utmost simplicity & transparency, keeping in mind your specific requirements.
Strategising
We pride ourselves in being our client's in-house finance team by carefully curating the right strategies for your consistent growth.
Managing
From managing your portfolio to keeping an eye on the performance of your investments, we provide comprehensive investment portfolio management too.
Support
We staunchly believe in handholding you through good times and bad, and offer complete support through financial uncertainties.

Our Awards & Accolades

When it comes to investment solutions, we are the champions!
Awarded for
BEST FINANCIAL ADVISOR AWARD - WEST REGION - 2019-20
Sponsored by CNBC
Awarded for
TOP VOLUME PERFORMER IN BSE DEBT SEGMENT -
2017-18
Sponsored by BSE
Awarded for
ALL INDIA TOP
- PERFORMER -
2019-20
Sponsored by HDFC life INSURANCE
Awarded for
TOP PERFORMER OF AHMEDABAD BRANCH -
2018-19
Sponsored by HDFC DEPOSITS

MEET YOUR  EXPERTS

Meet the core expert team of investment stalwarts here to safeguard your wealth  and fortify your future.
Our team advises the best products for our clients' present investment needs and fortify their future returns.
Meet the team
Get to know our investors
Investor Relations
Join us
Careers