Child Education

Child Marriage

Retirement Planning

Vacation Planning

ABOUT US

A financial advisory and consulting firm providing customized and need based solutions to its customers through Mutual Fund , Life insurance, General Insurance, Financial Planning etc.​

​ We are in service of customers since more than 4 decade, a hierarchy as a family business with 2nd generation into Insurance industry. My father Mr.Vishanji Shah started this business in the year 1984 with LIC of India. In the year 1999,
I , Mr. Vishal Shah Joined this noble profession with General Insurance & Mutual Fund Business

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Our Motto is to support friends & clients to achieve their financial goals & dreams by designing a well planned combination of products. Apart from Mutual Fund , Life & Non Life Insurance, we are also dealing with products such as Financial Planning, Estate Planning, Education Planning, Retirement Planning, Child’s Future Planning, Family Protection, Health Care etc.

We are having a Personalized Customer Advisory Service, and a technically well equipped office. Our organization is made up of young, expert and dynamic team of professionals each specializing in their respective domains. Till date we have been serving 5000 + Individual Insurance Policies & 1000 + Families.

Our Vision

To increase Growth Ratio in terms of Customers Satisfaction

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Our Mission

To provide personal touch to numerous Individuals through Comprehensive & Customized financial planning.

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What We Offer

1

Life Insurance

Life insurance offers financial security to beneficiaries by providing a death benefit to cover expenses and support their future needs. It ensures peace of mind, knowing loved ones are protected financially in case of an untimely death.

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2

Health Insurance & Motor Insurance

Safeguard your assets with our comprehensive general insurance solutions. Choose from health, home, and vehicle insurance policies tailored to protect against unexpected events, ensuring peace of mind and financial security.

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3

Mutual Funds

Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, managed by professional fund managers to achieve specific financial goals.

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4

Retirement Planning ​

Prepare for retirement with our tailored planning solutions. We offer pension plans and annuities designed to secure your future income, ensuring a comfortable retirement lifestyle.

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5

Goals Planning

Our child education and child marriage planning services are designed to help you identify and achieve your financial milestones, providing you with a clear path to secure your child's future.

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6

Loan Against Mutual Fund ​

Unlock liquidity with a loan against mutual funds. Use your investments as collateral to access funds quickly and efficiently.

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All MF Calculators

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

To Open MF Online Account

Happy with Customers & Clients

We've been helping our clients in their financial journey since around 4 decades. We would be happy to help you to achieve your financial Goals. Feel free to connect with us any time.

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Nitesh Chheda
"Businessmen Owner of Chheda Bandhej ( Mumbai )"

"The team at VS Invest is very talented, dedicated well organize and knowledgeable. I was most satisfied with the quality of the workmanship. They did excellent work."

Dr. Nikhil Doshi
"Owner of Trishala Laboratory ( Mumbai )"

"As a coach leading a large community, Vishal Shah’s training has made a significant impact. His expertise has spread awareness and empowered thousands within our community to manage their financial effectively. Vishal’s Contribution Have been invaluable in promoting financial literacy and stability. With Regarding to Mediclaim, there is always best support by Mr. Shah and his team for Renewals Reminder, Claim Processing, from Start to end."

Vaishali Karani
"Event Organizer"

"Vishal Shah‘s guidance as a mutual fund distributor has been instrumental in shaping my Investment journey. His deep understanding of the market coupled with personalized advice has helped me achieve my financial goals with confidence. I highly recommend his service to anyone seeking expert guidance in Insurance & mutual fund investment."

Ronak Rajendra Shah
"Director of Provik Industries"

"Vishal Shah’s expertise as a mutual fund distributor is unparalleled. His proactive approach and thorough analysis of market trends have enabled me to make informed investment decisions. I am grateful for his guidance, which has not only optimized my returns but also provided me with peace of mind in uncertain times."

Dr. Riddhish Maru
"Multi Speciality Psychologist & Sexologist"

"I have had the pleasure of working with Vishal Shah as my investment guide, and I am thoroughly impressed by his knowledge and professionalism. His strategic insights and tailored recommendation have consistently delivered excellent result for my portfolio."

Ritesh Satra
"Director, Meghdoot Oil Mills PLT. Mumbai"

"For someone like me who doesn’t understand the markets and it’s financial nitty gritty, this has been a wise choice to have Mr. Shah beside me. I get good timely advice and subsequent execution. It has been a hassle-free journey so far. "

Priyesh Chheda
"Founder - Satyam Inc"

"The experience with VS Invest has been really great! Team is always reachable and approachable. Communication is always to the topic, customer oriented and helpful. I am very happy with all my interactions with VS Invest. Thank you Team! Good Job done"

Kaushal Priyakant Shah
"Businessmen, Vision Optics"

"Actually I got to know exact way of investment from VS Invest. Their guidance makes pave the way towards our required goal by customizing our need and income. I definitely suggest to Consult VS Invest for any financial advice as well as future investment planning."

Divesh Savla
"Director of Decorative Interiors Pvt. Ltd."

"Highly commend Mr. Vishal Shah’s Mutual fund advisory services at VS Invest. His expertise in Insurance & mutual fund investment benefits me greatly. With meticulous guidance, he ensures informed decisions aligned with my goal. His professionalism makes him invaluable in financial field. Highly recommended."

Vishal Sharma
"Designation Or Company - UNICC Lead, Workspace Services"

"Investing in the Indian market felt overwhelming as a layman, but partnering with Vishal V. Shah firm changed everything. Their expert guidance, patient support, and clear explanations made the entire process easy and accessible. Thanks to their dedicated team, I've successfully navigated the complexities of the market and achieved my investment goals."