Welcome To Shilpa Bagdi Investments & Insurance
A reputed name for comprehensive financial advisory and product distribution services
At, Shilpa Bagdi Investments & Insurance our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At Shilpa Bagdi Investments & Insurance offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress towards achieving their financial goals in life.
At, Shilpa Bagdi Investments & Insurance our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At Shilpa Bagdi Investments & Insurance offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress towards achieving their financial goals in life.
Our Products
Mutual Funds
Your single point access to virtually all mutual fund schemes from all fund houses in the market
Capital Market
With our Trading & Demat Account services, get paperless access to Mutual Funds, Direct Equity
Fixed Income
Get easy access to diverse debt products from the of the leading companies, institutions in India
PMS
We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.
Real Estate
Get access to exclusive opportunities for investment /consumption in Real Estate.
Insurance
Experience quality risk advisory and management services with our insurance solutions