RONAK MANSUKHLAL SHAH

MUTUAL FUND DISTRIBUTOR

ARN-11782

INVEST WITH CLARITY

GROW WITH CONFIDENCE

SINCE 2003

RONAK MANSUKHLAL SHAH

MUTUAL FUND DISTRIBUTOR

ARN-11782

INVESTMENT SERVICES

RONAK MANSUKHLAL SHAH
AMFI Registered Mutual Fund Distributor
ARN: 11782 | EUIN: E036861
AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

INVEST WITH CLARITY. GROW WITH CONFIDENCE.

Helping clients build investment strategies aligned with their financial goals and risk profiles with transparent and disciplined investing.

Vector photo Vector photo
Goal Planning

Goal-Based Planning

Customized investment roadmaps aligned with your life milestones.

AMFI Registered

AMFI Registered

Serving investors since 2003 with ARN-11782 & EUIN-E036861.

Empanelled AMCs

45 Empanelled AMCs

Broad spectrum of mutual fund schemes across major fund houses.

Goal-Based Financial Planning - Ronak Mansukhlal Shah
About Ronak M Shah

INVEST WITH CLARITY. GROW WITH CONFIDENCE.

I am a Mutual Fund Distributor with expertise in helping clients build investment strategies aligned with their financial goals and risk profiles. With a personalized and transparent approach, I simplify the investment process and provide ongoing guidance to help clients make informed financial decisions with confidence.

  • AMFI Registered Mutual Fund Distributor (ARN-11782)
  • Serving Investors Across Mumbai Since 2003
  • 25+ Years of Experience in Financial Services
  • Empanelled with 45 Leading Mutual Fund Houses
  • Goal-Aligned & Risk-Profiled Portfolios
  • Transparent & Ongoing Client Guidance
Our Services

MUTUAL FUND DISTRIBUTION & INVESTMENT SERVICES.

Personalized, transparent, and goal-aligned mutual fund distribution services to help you invest with clarity and grow with confidence.

Diversified equity, debt, and hybrid mutual fund portfolios curated to match your risk profile, financial goals, and investment horizon.

Disciplined monthly Systematic Investment Plans leveraging rupee-cost averaging and compounding power to build long-term wealth steadily.

Save tax under Section 80C with Equity Linked Savings Schemes offering the shortest lock-in period of 3 years and long-term equity growth.

Calculate future living expenses with inflation-adjusted corpus modeling, creating a structured pension and wealth stream for your golden years.

Dedicated milestone-based investment roadmaps to ensure your child's higher education, university tuition, and career goals are fully funded.

Strategic, purpose-driven investing connecting your mutual fund portfolios directly to tangible milestones like a home, wedding, or venture.

Structured portfolio strategies, risk mitigation, and capital preservation solutions formulated for high-net-worth families and professionals.

Periodic evaluation of existing investments, tracking fund performance, pruning underperforming assets, and timely portfolio rebalancing.

Access quick liquidity and short-term credit by pledging your mutual fund units without selling them, keeping compounding uninterrupted.

150+

Happy Clients

150 Cr+

Assets Under Management (AUM)

25+

Years of Experience

41+

Empanelled AMCs

Ronak M Shah Experience
25+

Years Experience

SERVING INVESTORS WITH INTEGRITY & TRUST SINCE 2003.

Dedicated to helping individuals and families across Mumbai navigate their financial journeys with clarity and confidence.

Our Mission & Approach

To simplify the investment process through goal-based planning, transparent distribution, and structured portfolio reviews that reflect individual risk appetites.

Backed by over two decades of financial experience and direct empanelment with 45 AMCs, we deliver disciplined guidance that withstands market volatility.

Why Choose Us

Personalized Guidance Aligned to Your Financial Goals.

With over 25 years in financial distribution and AMFI registration (ARN-11782), we empower investors with research-backed fund selection, regular portfolio rebalancing, and disciplined SIP strategies.

Our Core Expertise

Empowering clients through research-backed mutual fund distribution and long-term goal planning.

Mutual Fund Distribution & Planning
98%
Goal-Based SIP & Wealth Creation
95%
Portfolio Review & Risk Profiling
90%
Key Personnel

FOUNDER & PROPRIETOR.

Directly guiding investors since 2003 with deep expertise in financial distribution, disciplined goal-planning, and client-first mutual fund services across Mumbai.

Ronak Mansukhlal Shah

Ronak Mansukhlal Shah

Proprietor & Founder
AMFI Registered Mutual Fund Distributor (ARN-11782) | Initial Reg: 2003-04-09 | Validity: 2028-05-03
PAN: AAGPS2799N  |  GSTIN: 27AAGPS2799N1ZQ
ARN: 11782 EUIN: E036861 NISM Cert: 2520062768 (Valid: May-2028) Qualifications: DMTC Experience: 25+ Years Initial Reg: 2003-04-09 Validity: 2028-05-03
“I am a Mutual Fund Distributor with expertise in helping clients build investment strategies aligned with their financial goals and risk profiles. With a personalized and transparent approach, I simplify the investment process and provide ongoing guidance to help clients make informed financial decisions with confidence.”
Our Products

FINANCIAL PRODUCTS OFFERED.

We distribute curated financial products from 45 leading AMCs, structured to help you accomplish family milestones and compound long-term wealth.

Comprehensive selection of equity, debt, hybrid, and solution-oriented mutual fund schemes empanelled across 45 AMCs. Formulated to match varying horizons, risk profiles, and tax optimization goals.

Equity, Debt & Hybrid 45 Empanelled AMCs SIP & Lumpsum ELSS Tax Saving
Explore Calculators → Regulated by SEBI & AMFI

Purpose-built investment structures engineered to build inflation-hedged corpuses for your child's higher education, overseas university degrees, and memorable wedding celebrations without debt.

Higher Education Corpus Global Studies Planning Marriage Milestone Fund Goal-Linked SIPs
Plan Your Child Goal → Goal-Based Compounding
Client Testimonials

TRUSTED BY 150+ INVESTORS & FAMILIES.

“It's said “Don't work for money, let money work for you.” Ronak Shah has proved it... he has invested my money in such a way that my future is secured even if I don't work... I trust him completely with my finances.”

MANISHA SHAH
Valued Client

“Grateful to Ronak Shah for guiding me on my financial journey. His expertise, experience and honesty has been valuable for making my portfolio strong.”

GAYATRI SINGH
Valued Client

“I & my family have been investing money through Ronak Shah since 15 yrs helping us to grab opportunities, guiding us to have patience during volatility of market and to be consistent in investing for achieving our desired goals.”

MAITRIK GADA
Investor (15+ Years)

“I was clueless about investing in Mutual Funds but Ronak Shah guided me in investing my money in such a way that I am tension free about my future... I won't be compromising with my standard of living post retirement.”

NALIN SHAH
Retirement Planning Client
FINANCIAL CALCULATOR

PLAN YOUR WEALTH WITH PRECISION.

SIP Calculator

Calculate wealth creation through disciplined monthly investments

Expected Maturity Value

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Invested Amount
Estimated Returns
Wealth Growth Projection

Disclaimer: The calculations, projections, and estimations provided by this calculator are for illustrative and educational purposes only and are based on mathematical assumptions and expected rates of return entered by the user. They do not constitute financial advice, guaranteed returns, or promise of future performance by RONAK MANSUKHLAL SHAH or any Asset Management Company (AMC). Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Contact Us

CONSULTING SUPPORT IS JUST A CALL OR EMAIL AWAY.

Hours:

Monday - Saturday: 09:30 AM - 06:00 PM

Sunday: Closed

Location:

D-41 Padmanagar Society,

Andheri - Kurla Rd, Chakala, Andheri (E),

Mumbai - 400099