Sudhir Nikam is the proprietor of Shivam Investments, a financial services and real estate enterprise established in 2008. At Shivam Investments, we specialize in helping clients achieve their financial goals through effective and smart investment planning. We are AMFI (Association of Mutual Funds of India) registered. We are also registered insurance service providers. We offer comprehensive financial services, and have a highly experienced team. We use our complete knowledge of insurance and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide financial solutions and help people enjoy a secure retirement life.
Why Us
Why should we be your financial 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 you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We provide a single point of access to a range of financial products, using a holistic, need-driven approach rather than a product-centric one.
Focus on Customer Satisfaction:
Equipped with the right attitude, people, processes, and technology, we strive to ensure that you receive the highest levels of satisfaction and service quality. In transactions, we work systematically to find and ensure quick resolution of any queries or complaints.
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We provide a single point of access to a range of financial products, using a holistic, need-driven approach rather than a product-centric one.
Focus on Customer Satisfaction:
Equipped with the right attitude, people, processes, and technology, we strive to ensure that you receive the highest levels of satisfaction and service quality. In transactions, we work systematically to find and ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
With over 16 years of experience in financial product distribution, we possess the experience, qualifications, and skills necessary to understand your needs and offer you the right strategies and solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
With over 16 years of experience in financial product distribution, we possess the experience, qualifications, and skills necessary to understand your needs and offer you the right strategies and solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.
Our Products
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%
Capital Market80%
Fixed Income90%
Real Estate95%
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.
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E Wealth Account
MARS
