Introduction
The vision to help clients realize their full financial potential inspired us to build on our over 20-years rich investment management expertise as well as wide domestic reach to create Shining Portfolios.
The mission to provide clients with customized, sophisticated financial strategies and solutions for organizing and integrating all of their investment objectives, and to specialize in offering asset, debt, and risk management strategies integrated into one seamless financial solution.
Partnering with top MF Houses, we, as India’s premier Financial and Wealth Advisory Provider, boast an extensive knowledge and resource foundation. This empowers us to continually pioneer innovative approaches in safeguarding, growing, and nurturing our clients’ wealth through tailored financial assessments and investment solutions. Our hands-on research, meticulous valuation, and astute diversification strategies are pivotal in achieving sustainable growth.
Our Vision
dedication and the passion to excel have set us on the path to be one of India’s premier financial advisory companies, offering solutions for wealth enhancement & preservation, investment management and ancillary financial services solutions to affluent & high-net-worth clients.
Being part of the Shining Portfolios, means that our clients benefit from the massive reservoir of investment skills, systems and research expertise held within the Group’s array of specialized client-centric and solution-oriented businesses. With our superior performance, best business practices, cutting-edge technology and sharpest financial minds in the business, we help you achieve your financial dreams. Feel Free to Contact Us
Why Us
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer…
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the ‘primary’ influencing factor in our recommendations process.
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills
We have over 10+ years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
RAJNEESH RANA
Managing Director (MBA, CFP)
Pankaj Tandon
F & O Advisor
Amitoz Singh
Tax Advisor
NIKHIL KATHURIA
Business Development Advisor
