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Mutual Fund Investment Insights

Years of Trust

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Who We Are – Shakti Investment & Finstock Broking

Shakti Investment & Finstock Broking is engaged in providing financial services related to investments, stock broking, and allied financial solutions. The firm follows a structured and research-based approach to assist clients in understanding financial products and market dynamics.


Our focus is on transparency, ethical practices, and adherence to applicable regulatory guidelines. We aim to support clients by offering information and guidance aligned with their financial objectives, risk profile, and investment horizon.


We believe in informed decision-making and encourage clients to carefully evaluate financial products and associated risks before investing. All financial services are provided in accordance with prevailing laws, regulations, and industry best practices.

15+ Years of Experience

Proven track record of success and stability in the financial sector.

Wealth-Building Focus

Committed to helping clients achieve long-term financial growth.

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Years of Experience

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Happy Investors

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Expert Advisors

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Client Retention Rate

Our Mission, Vision & Values

Discover what drives us forward — our mission to empower, our vision for the future, and the values that define every step we take.

Mission

Mission

Our mission is to empower individuals and businesses with smart financial strategies, transparent advice, and modern investment tools that ensure long-term financial growth and stability.

Vision

Vision

We envision a financially literate world where every investor can make confident, well-informed decisions that lead to sustainable wealth creation and financial independence.

Values

Values

Integrity, trust, and excellence are at the core of everything we do. We build lasting relationships by prioritizing transparency, innovation, and client success above all else.

Meet Our Expert Leadership

Our team of financial and technology professionals is dedicated to helping clients grow, protect, and manage their wealth with confidence and care.

Bhavesh Patel
Bhavesh Patel

Founder & CEO

All Teams
Trusted by India’s Leading Financial Institutions

We collaborate with reputed and reliable financial partners to provide our clients with the best investment solutions and long-term value.

Ready to take control of your financial future?

Contact us today to learn more about our expert financial planning services and to schedule a consultation with one of our experienced planners.