About Me
Shubh Investments, founded by certified Mutual Fund distributor AMFI (Association of Mutual Fund of India) and certified Insurance consultant by IRDA (Insurance Regulatory Development Authority)
Mrs, Shubhangi Raje & Mr. Vijay Raje with over 24 years of experience in the financial services Industry, started journey of spreading financial awareness at all the levels of society making and making our client’s lives safe, secured and wealthy from inception.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
Shubh Investments has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in him and his professional abilities and I have always found his advice to be clear, relevant and prudent.
Swati P Kudtarkar,
Rustomjee Group HOD Estimation & Quantity
I know VIJAY RAJE and Shubh Investments from a long time. I found him always by my side whenever I need him. He is helpful and understands his clients' need very well. His understanding and experience in finance industry helped us a lot.
Ar. Kunal Barve B.ARCH,COA,IIID Principal Architect & Ar. Mihir Barve
Founder ( Director) and Cofounder ( Director)of Interface
Working with Vijay has given me a lot of clarity on how to think about setting financial goals, assess risk and choose investment instruments. Along with good investment advice one of the best things about working with Vijay has been the amount I have learned about managing personal finances. This is something that I wasn't able to pick up in the education system or while working with other financial advisors. Vijay is also always available and ready to patiently answer questions. I would recommend others to work with him too.
Shivaji Kondiba Pawade
Police Inspector Mumbai Police