Management:
Mr. Amit Malhotra

Shambhavi Samriddhi Solutions (‘Shambhavi’) is the brainchild of Amit Malhotra, a qualified CA (1995), ISO Lead Auditor and Certified Internal Auditor (USA).

Amit has worked for about 20 years with leading MNC’s and Indian companies in finance, internal audit and risk management.He has been investing in, and has reaped the benefits of disciplined investing in mutual funds, since 1999. 

 
 

 

We’ll give you four reasons why you should invest through Shambhavi…..

A) FIRSTLY, when there are thousands of mutual funds available, how does one chose the best amongst them?

Just google and find out? No!

No, because google will merely identify the good funds based on PAST performance.

But we want to know the likelihood of funds performing better in the FUTURE, right?

A proper MF portfolio should be based on the risk assessment of the prospective investor. It should generate good returns but at the same time, protect the investor when the equity market is not doing well. A good MF portfolio, then should have funds that enable participation in the upside as well as restrict losses during market downturns.

This is where Shambhavi, with access to a dedicated research team, helps investors by identifying MF’s that will suit their risk profile, and to meet their financial goals. The research team closely studies the fund performance and interviews fund managers to identify funds that may potentially out-perform other funds, while minimising the downside.

B) And that’s not all. At Shambhavi, we do not forget the client once he invests! Investments are reviewed and suggestions provided where required.

C) Furthermore, all clients are provided an online account of their investments – to review buy, sell and switch. So, through your laptop or mobile, you can check your investments anytime, anywhere.

D) And in an unparalleled offering, clients can switch to funds of any other AMC at the click of a mouse.

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