We as Partner firm incorporated in the year 1984 and at present having 1200+ satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Mutual Fund distributors recognized by AMFI (ASSOCIATION OF MUTUAL FUND OF INDIA) AND SEBI registered AUTHROISED PERSON FOR EQUITY BROKING. We use our complete knowledge of insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
To guide our valued customers on the right path with integrity and transparency to achieve their financial objectives.
To be the trusted financial partner, renowned for providing services and advice that drive the success of our valued Customers.
“Financial Prosperity is impossible without constant planning and management of Money”
Why should we be your financial advisors / product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping client’s need in mind. Client’s long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to client in managing your wealth. Client would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 40 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand client needs, and then offer them the right strategies & solutions to achieve their goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Services ensure comfort, convenience, confidence and control to client in managing your wealth. Client would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 40 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand client needs, and then offer them the right strategies & solutions to achieve their goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%
Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
E Wealth Account
NJ Recommended MF Portfolio
OUR TEAM
Mr. Devang U Shah
Partner
Esteemed as one of the most respected designated partner of DUS FINSERV LLP, bringing over 40 years of extensive industry experience. Holding a master’s in commerce from M.S University, Vadodara, his humble demeanour has fostered enduring client relationships since 1984, spanning across generations within the same family. Additionally, he serves as an independent director for a listed company.
Esteemed as one of the most respected designated partner of DUS FINSERV LLP, bringing over 40 years of extensive industry experience. Holding a master’s in commerce from M.S University, Vadodara, his humble demeanour has fostered enduring client relationships since 1984, spanning across generations within the same family. Additionally, he serves as an independent director for a listed company.
Mr.Paras D Shah
Partner
The dynamic and youthful partner of DUS FINSERV LLP with more than 10 years of experience, holding a master’s in business administration with a specialization in Finance. He has achieved Level 1 certification as an investment adviser. His impactful contributions to business growth include adeptly integrating technology. Committed to enhancing client wealth creation, he continually upgrades his knowledge through paid training programs, distinguishing himself in the field.
The dynamic and youthful partner of DUS FINSERV LLP with more than 10 years of experience, holding a master’s in business administration with a specialization in Finance. He has achieved Level 1 certification as an investment adviser. His impactful contributions to business growth include adeptly integrating technology. Committed to enhancing client wealth creation, he continually upgrades his knowledge through paid training programs, distinguishing himself in the field.
Mr.Vipul T Shah
Partner
With over 24 years of extensive experience in the equity market, he brings invaluable expertise that has significantly multiplied profits in clients’ portfolios. His acute understanding of the equity market ensures timely and decisive actions, driving positive outcomes consistently.
With over 24 years of extensive experience in the equity market, he brings invaluable expertise that has significantly multiplied profits in clients’ portfolios. His acute understanding of the equity market ensures timely and decisive actions, driving positive outcomes consistently.
