About us
At Siddh Investments, our strength lies in over 15 years of financial market experience backed by a postgraduate foundation in Commerce and extensive expertise in wealth management. Before establishing the firm, Mr. Anand Shah built a successful career with leading Asset Management Companies (AMCs) and global multinational banks, including Standard Chartered Bank, gaining valuable experience in investment advisory, portfolio management, and financial planning.
Over the years, we have successfully managed the financial requirements of retail investors, High Net Worth Individuals (HNIs), and corporate clients, delivering investment solutions tailored to each client's financial goals, risk profile, and investment horizon. Today, we manage an overall Average Assets Under Management (AAUM) exceeding ₹130 Crores across Mutual Funds, Fixed Income, Equities, and Insurance, reflecting the trust our clients place in us.
Our Services
FINANCIAL PLANNING
It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.
RETIREMENT PLANNING
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.
WEALTH MANAGEMENT
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.
TAX PLANNING
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Our Product
MUTUAL FUND
Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.
LIFE INSURANCE
Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.
HEALTH INSURANCE
Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.
REAL ESTATE
Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.