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Set up on 1st November 2019, the company was the brainchild of its Founder, who chose to undertake a radically new independent path after 17 years of management and investment consulting experience, in Banks, NBFC and Wealth Management Firms
The Group has grown over the years, seeing the range of services offered
Since its incorporation, we have helped many families and many more people to attain the financial freedom
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To provide a wide range of products inn the field of Investment products with a commitment to higher standards of quality
To offer investment services in such a way so that I can generate maximus advantage to our investors, we consider respect,trust,and integrity to be essential and practice honest ethical behaviour in all our dealings
Our mission is to obtain the best return for client’s assets, developing and researching solutions suited to their individual characteristics and needs
The aim is to build Shieldvestment as a trusted brand in the mutual fund distribution business
The challenge we face is to become a reference point for our clients in a wealth management context always cause for greater specific competence in dealing with financial management
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B-112, Adithya soigne apartments,
Jagadish Nagar, Bangalore – 560075
+91 9606700384
Shieldvestment © 2023
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
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