Bill Gates once said, ``If you are born poor it's not your mistake, but if you die poor it's your mistake``. We, at Aadinath Investment, will make sure that you do not commit the aforesaid mistake.
Aadinath Investment was incorporated in the Year 2007 by Mr. Hardik P. Shah. Mr.Hardik Shah has done B.Com, LLB from Bhavnagar University, also completed CGFP and CGFP Advanced Level course. Aadinath investment is created with objective to provide customized financial services to Corporates, Ultra HNI, NRI, and Retail clients. We offer various financial products services such as Mutual Funds, Life and General Insurance, Bonds and NCDs, Fixed Deposits, PMS, AIF etc.
Our aim is to provide “ONE STOP FINANCIAL SOLUTIONS” to our valuable customers by using latest technology and knowledge. With our personalized investment services, we are always committed to exceed the expectations of our clients.
As on 30.06.2022, we have more than 750 clients consisting of 300 cr aum, rising and strengthening beyond Bhavnagar city such as Mumbai, Ahmedabad, Vadodara, Surat, etc. Most of our clients come through referrals, as we strongly believe in high customer satisfaction.
We cater to diverse range of customers with different income and age groups. Each one of our client has different risk tolerances and expectations, therefore we customize their portfolio to match individual needs and circumstances. Number of extensive personalized meetings are done so as to build an accurate and proper financial portfolio.
Our Philosophy
We put you first
We strive to be the clients’ most trusted distributor by transparent dealings, focused on client’s primary interests. Integrity for us means being unbiased by distorted incentives & being independent in our analysis & recommendations.
- Keep clients’ interest ahead of ours
- Service to clients independent of any Bank, Mutual Funds or Insurance affiliations
- Ensure confidentiality of clients’ data
- Educate & empower clients to make smart financial decisions
- Service to clients in a timely fashion
- Help our client’s achieve financial freedom
We can help With all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.
Independent Distributor
As an independent Distributor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
Boutique Firm
We are a boutique firm and we thrive on building long-term relationships with our clients.
Working as a Team
Our Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.