Shalchandra Investments

Shalchandra Investments is a premier financial advisory firm based at Shop No: S-11, Ground Floor, White Castle Complex, Khorlim, Mapusa, Goa. Since its establishment in 2016, the firm has built a strong reputation for offering trusted, transparent, and personalized financial solutions that cater to the unique goals and needs of individuals, families, and businesses.

At Shalchandra Investments, we believe that financial planning is more than just numbers — it’s about securing futures, protecting assets, and enabling wealth creation. Our dedicated advisors leverage in-depth industry knowledge, ethical practices, and a client-centric approach to craft tailored financial plans that provide long-term value.

Investment Services

Shalchandra Investments offers a wide range of strategic investment solutions designed to meet diverse financial goals and risk profiles:

·         Mutual Funds: Including both Systematic Investment Plans (SIPs) and lump-sum options, aimed at long-term wealth creation.

·         Equity and Debt Instruments: Providing diversification and strategic asset allocation for balanced portfolios.

·         Goal-Based Planning: Focused strategies for retirement planning, children’s education, and other personal objectives.

·         Tax-Saving Plans: Efficient investment strategies to maximize returns while reducing tax liabilities.

Our advisors guide clients through market complexities, ensuring that every investment decision aligns with their financial goals and risk tolerance.

Insurance Solutions

Recognizing that insurance is a commitment to security and peace of mind, Shalchandra Investments provides a comprehensive portfolio of insurance products:

·         Term Insurance: Long-term financial protection for families in the event of unforeseen circumstances.

·         Health Insurance: Comprehensive coverage including critical illness policies, cancer survivor plans, and diabetic/insulin-dependent policies.

·         Pension Plans: Ensuring a stable income post-retirement for worry-free financial planning.

·         Child Education Plans: Tailored solutions to secure the future educational needs of children.

·         Motor Insurance: Coverage for private and commercial vehicles, including cars and two-wheelers, with claim support.

We prioritize transparent communication and seamless claim assistance, ensuring clients feel supported throughout their insurance journey.

Facilities and Client Experience

Shalchandra Investments operates from the ground floor of White Castle Complex, providing a modern and professional environment for financial consultations.

·         Accessibility: Ground-floor location ensures easy access for all clients, including senior citizens and individuals with mobility challenges.

·         Professional Setting: Private meeting rooms and a welcoming reception area facilitate confidential and personalized discussions.

·         Client-Centric Approach: Our office is designed for efficient service, enabling detailed financial planning and easy access to investment and insurance resources.

·         Operational Hours: Monday to Saturday, with dedicated time for client appointments; Sunday is observed as a non-working day.

Our focus is on creating a comfortable, trustworthy, and informative environment, where clients can make informed decisions about their financial futures.

Why Choose Shalchandra Investments?

·         Expert Advisors: Skilled professionals providing customized financial solutions.

·         Comprehensive Services: Investment advisory, mutual funds, tax-saving plans, insurance, and wealth management under one roof.

·         Client-Centric: Personalized guidance for families, individuals, and businesses.

·         Transparent Processes: Clear communication and ethical practices.

·         Trusted Since 2016: Building long-term relationships with clients in Mapusa and surrounding regions.

At Shalchandra Investments, our mission is to empower clients with the knowledge, resources, and strategies to grow wealth, protect assets, and secure a financially stable future.