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www.shuban1.com
Mr. Nilesh Lodh
Welcome"s You
Crafting Financial Confidence With Expertise & Integrity
At Shuban Financial Services, we believe that true financial success begins with clarity, trust, and the right guidance. Our purpose is to empower you with well-informed, confident decisions — whether you are securing your family’s future or building long-term wealth.
With a refined, client-centric approach, we create tailored financial solutions that align seamlessly with your aspirations, risk appetite, and life stage. Every plan we design is rooted in precision, foresight, and a deep understanding of your individual needs.
Meet the Founder
Nilesh Lodh "
Founder & Managing Director
With over 16 years of distinguished experience across the financial services landscape, Nilesh has earned the trust of clients in India and across the globe.
As an AMFI Registered Mutual Fund Distributor, PMS Registered Advisor, and a COT Qualifier in Insurance, his expertise spans the full spectrum of wealth and protection advisory.
Driven by a strong belief in ethical financial guidance and education, he is committed to delivering a level of transparency and professionalism that stands apart.
Our Offerings
Insurance & Protection Advisory
- Life & Health Insurance
- General, Motor, Marine & Retail Insurance
- Group Insurance & Group Mediclaim Solutions
Wealth & Investment Advisory
- Mutual Fund & SIP Strategy
- PMS (Portfolio Management Services)
- AIF
- Fixed Deposits & Bonds
- Equity & Share Market Advisory
- Gift City Investment Products
Strategic Financial Planning
- Goal-Based Planning (retirement, education, life milestones)
- Wealth Creation & Preservation
- Comprehensive Portfolio Review & Rebalancing
From first-time investors to HNIs and corporates, we craft sophisticated, structured solutions backed by personalised guidance and ongoing support.
Why Clients Choose Us
- Registered, Compliant, and Transparent
- 100% Personalized Financial Advice
- Proven Track Record & Happy Clients
- Simple, Jargon-Free Explanations
- End-to-End Assistance — from planning to execution
With over 16 years of experience in wealth management and insurance planning, Shuban Financial Services was built on one core principle — trust comes first, supported by a strong commitment to exceptional client service.
