About Us

TejDhaval Financial Services


WELCOME’S YOU

We are glad that you’re taking time to read about us. We hope that this page tells you some useful things about us and welcome you to contact us for more details about our products and services.

Mr. Tejas Shah CEO and founder of the company started his journey in the year 2004 in the sector of financial planning with MISSION that accepting all the challenges, earn client’s trust by providing customized and need based solution in all financial aspects. BUSINESS ETHICS of honesty, integrity, loyalty, trustworthiness and law abiding differentiate them from other leaders. He strongly believes that knowledge is a powerful tool and base of all foundation. His eagerness to learn and improve is beneficial for the company and clients by taking advantage of newly developed techniques which also lead him to the best financial planner. He holds a degree of MBA in Finance from Mumbai University.He also certified by the degree of Certified Finacial Planner (CFP) from FPSB INDIA and associate with the most internationally recognized and accepted designation in financial planning. He has expertise in all aspects of financial planning like cash flow management, risk management, tax planning, retirement planning, wealth creation, corporate investment management and many more.He received MDRT (USA), COT (USA) qualification from LIC and awarded for outstanding performance from reputed Health Insurance companies and certification of excellence from reputed Mutual Fund companies.

Company has VISION that always serves as a coach and as a trusted financial advisor by adding its investment management expertise and wisdom to assist people in reaching their personal goals and recognizing financial peace of mind.

Our remarkable team of qualified professionals is largely accountable for the success and smooth running of the organization. The mission and ethics of the organization makes them expert team member in the field of product knowledge, customer care and after services.

Today TejDhaval Financial Services serves more than 1000 happy families in their financial planning by reaching them at their door by best of its services and lead their life to the best.

TejDhaval Financial Services thankful to all teammates, friends, clients, and associate channel partners, well-wishers for their support, encouragement, appreciation, references and suggestions which are also require many more in coming years.

ASSURING TO SERVE YOU OUR BEST AND ALWAYS…..

QUICK REVIEW:

  • FOUNDER : MR. TEJAS SHAH
  • FOUNDED : 2004
  • QUALIFICATION : MBA IN FINANCE, CERTIFIED FINANCIAL PLANNER (CFP)
  • KEY AREA : FINANCIAL PLANNING, WEALTH MANAGEMENT, TAX PLANNING, RETIREMENT PLANNING, CHILD EDUCATION, CORPORATE INVESTMENT CONSULTANCY
  • KEY PRODUCT : MUTUAL FUND, LIFE INSURANCE, HEALTH INSURANCE, FD, SMALL SAVINGS, TRAVEL / ACCIDENT INSURANCE, LOAN, FIRE AND BUGLARY INSURANCE OF FIRM
  • GROUP OF CUSTOMER : BUSINESSMEN, SALARIED, HOUSEWIVES, STUDENTS,RETIRED INDIVIDUALS,HUF,NRI, CORPORATES
  • AWARDS & RECOGNITION : MDRT (USA), COT (USA) FROM LIC, AWARDED FOR OUTSTANDING PERFORMANCE FROM REPUTED HEALTH INSURANCE COMPANIES, CERTIFICATION OF EXCELLENCE FROM REPUTED MUTUAL FUND COMPANIES
  • WEBSITE : www.tejdhavalfinserve.com
  • MOBILE APP : MY WEALTH
  • SOCIAL MEDIA : FACE BOOK PAGE, LINKEDIN

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