The Mutualfund Store

ABOUT US

At The Mutual Fund Store we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

I, Nikhil Girishbhai Shah, is an AMFI certified Mutual Fund Distributor. Currently we are handling more than 300 customers in and outside India. We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.

As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.

  • The Mutual Fund Store is a dynamic financial services company that thrives on building and sustaining valuable, win-win relationships. We combine in depth knowledge of financial Planning with cutting edge research and real-time transaction capabilities to offer our clients profitable investment opportunities.
  • Over the past decade, we have expanded our service offerings, and increased our geographical reach as well as the number of clients we serve, based on our integrity, our      ability to consistently offer the right advice, and deliver the level of service our customers expect. We operate according to strict ethical principles and believe integrity is the cornerstone of all relationships.
  • The Mutual Fund Store is a full fledged financial services firm offering Mutual Funds, Insurance and Post Office. Serving a wide variety of clients.
  • We have special teams to serve a wide cross section of clients including high net worth individuals, young as well as senior retail investors and NRI clients. Our institutional desk offers services to several financial institutions.
  • Our core commitment is to help people, institutions and organizations actualize their financial goals with the help of sound advice, superior service, and timely intervention. Our Investment Advisers work with our clients to understand their unique risk v/s returns appetite and prepare individual road-maps to reach their goals.

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