WE ARE About Us
Your Trusted Partner for Wealth Creation and Financial Protection" Business Performance Success TO GROWUP
Welcome to Shakambari Wealth Advisors LLP, where we prioritize your financial growth and security. Our commitment is to provide comprehensive and personalized investment solutions tailored to meet your unique needs.
Why Choose Us?
- Client-Centric Approach: Your success is our priority. We work closely with you to understand your financial goals and tailor our services accordingly.
- Expertise and Experience: Our team comprises seasoned professionals with deep industry knowledge and a passion for helping clients succeed.
- Transparency and Integrity: We believe in building trust through honest and transparent communication. You can count on us to provide clear and straightforward advice.
Thank you for considering Shakambari Wealth Advisors LLP as your financial partner. We look forward to helping you achieve your financial aspirations.
Our Services
Mutual Funds: Our flagship service, mutual funds, is designed to help you diversify your portfolio and achieve your financial objectives. We offer a range of options that cater to different risk appetites and investment horizons, ensuring you have the right mix to suit your needs.
Shares Trading: Our expert team provides insightful market analysis and trading strategies to help you make informed decisions. Whether you are a seasoned investor or new to the stock market, we offer guidance and support every step of the way.
Insurance Solutions: Protecting your assets and securing your future is crucial. We provide a wide range of insurance products, from life and health to property and casualty, ensuring comprehensive coverage for all aspects of your life.
GST Accounting and Compliance: Navigating the complexities of GST can be challenging, but our experienced accountants are here to simplify the process. We offer precise GST accounting and compliance services, ensuring your business remains compliant with all regulations.
Bookkeeping Services: Accurate financial records are the foundation of any successful business. Our bookkeeping services help you maintain organized and up-to-date financial records, allowing you to focus on growing your business.
Our Mission
At Shakambari Wealth Advisors LLP, our mission is to empower individuals and businesses by offering exceptional investment opportunities and financial services. We strive to build lasting relationships with our clients by prioritizing their goals and ensuring transparency in everything we do.
Vision
Our vision is to be the go-to partner for individuals and businesses, offering unparalleled expertise and guidance in taxation, empowering clients to achieve financial goals confidently.
Our Team
Our team of dedicated professionals is our greatest asset. With years of experience and expertise in the financial sector, we are committed to providing you with the highest level of service. We pride ourselves on our ability to offer personalized advice and solutions that align with your financial goals.
300+
TRUSTED CLIENTS
8+
Awards Win
30+
Services Offered
25+ years
Experience in Financial Advisory
OUR SERVICES
PROVIDE BEST SERVICES
All types of Insurances
Life Insurance
- Term Life Insurance
- Whole Life Insurance
- Endowment Plans
- Group Life Insurance
Health Insurance
- Individual Health Insurance
- Family Health Insurance
- Critical Illness Insurance
- Hospitalization Insurance
- Disability Insurance
- Long-Term Care Insurance
- Medicare/Medicaid Plans
Auto Insurance
- Personal Auto Insurance
- Commercial Auto Insurance
- Motorcycle Insurance
- RV Insurance
Property Insurance
- Homeowners Insurance
- Renters Insurance
- Landlord Insurance
- Flood Insurance
- Earthquake Insurance
- Fire Insurance
Travel Insurance
- Trip Cancellation Insurance
- Medical Travel Insurance
Mutual Fund Investment
SIP (Systematic Investment Plan
STP (Systematic Transfer Plan)
Liquid Fund Investment
Arbitrage Fund
SWP (Systematic Withdrawal Plan)
Demat A/c opening and Share Trading
Demat Account Opening
Unlock the potential of the stock market with a hassle-free Demat account opening through Shakambari Wealth Advisors LLP. A Demat account is your gateway to holding and managing your investments in an electronic form, eliminating the need for physical share certificates. Our streamlined process ensures that you can start your investment journey quickly and securely.
Why Open a Demat Account with Us?
· Seamless Process: Our intuitive platform makes opening a Demat account simple, with minimal paperwork and fast processing.
· Security and Transparency: We prioritize the safety of your investments. With robust security measures and transparent operations, your assets are well-protected.
· Expert Support: Our dedicated customer service team is here to guide you through the account opening process and beyond, ensuring a smooth experience.
Benefits of a Demat Account
· Convenience: Manage all your securities, including shares, bonds, mutual funds, and ETFs, in one place.
· Accessibility: Access your account from anywhere, at any time, through our user-friendly online platform.
· Reduced Risk: Say goodbye to the risks of physical certificates, such as loss, theft, or damage.
· Effortless Transactions: Enjoy seamless and quick transactions, from buying and selling shares to corporate actions like dividends and bonuses.
Start your investment journey with us today by opening your Demat account and take the first step towards financial growth.
Share Trading
Dive into the world of stock markets with Shakambari Wealth Advisors LLP as your trusted partner. Whether you are a seasoned investor or just starting out, our share trading services are designed to help you navigate the market confidently and maximize your returns.
Why Trade Shares with Us?
· Advanced Trading Platform: Our state-of-the-art trading platform provides real-time market data, advanced charting tools, and seamless execution, giving you the edge in the fast-paced world of stock trading.
· Expert Insights: Benefit from our in-depth market research, analysis, and trading strategies to make informed decisions and capitalize on market opportunities.
· Customized Solutions: We understand that every investor is unique. Our personalized trading solutions are tailored to meet your specific financial goals and risk tolerance.
· Competitive Brokerage: Enjoy competitive brokerage rates that ensure you get the most out of your trades without compromising on service quality.
Our Trading Services Include:
· Equity Trading: Buy and sell shares of companies listed on major stock exchanges with ease.
· Derivatives Trading: Explore the potential of futures and options for hedging or speculative purposes.
· Intraday Trading: Take advantage of daily price movements with our efficient and reliable intraday trading services.
· Portfolio Management: Let our experts help you build and manage a diversified portfolio that aligns with your financial objectives.
Join thousands of satisfied clients who trust Shakambari Wealth Advisors LLP for their share trading needs. Open your Demat account today and embark on your journey to financial success.
Goods and Services Tax
- GST Registration
- GST Monthly/Quarterly Return Filling
- GST ASMT-10 Filling
- GST E-way bill
- GST Amendment
- GST LUT Filling
- GST Reconciliation
- GST Annual Return (GSTR-9)
- GST Audit (GSTR-9C)
- GST Notice & Response
- GST Registration Cancellation
OUR TEAM
MEET OUR TAX ADVISOR
349
TRUSTED CLIENTS
109
Awards Win
459
Project Done
19
Expert Advisor
WHAT CLIENTS SAY
