ABOUT US
Vision
Our vision is to set the standard of excellence & transparency between Shyam Financial Service and its clients, by simplifying the various financial services, being innovative, making them financially strong, providing the right coverage and claims assistance resulting in exceeding their expectations. We envision an India where every citizen has easy and affordable access to financial products and services with the right knowledge.
Our Values
- We listen. We weigh all sides. We are prudent
- We are dependable. Steady. The calm inside the storm
- By our agents. Our policyholders. Our team. The industry
- Tech-Savvy. We are efficient. Effective. Easy to do business with
- To communicate. To respond. To solve.
- We challenge. We adapt. We innovate. We bend, never break.
Mission
Shyam Financial Service, is an independent insurance agency with extended verticals of mutual funds, legal services pertaining to company formation and compliances, operating Pan India. Shyam Financial Service is committed to the principles of transparency, integrity, ethics and professionalism while providing our esteemed clients:
- The highest quality of service, with the goal of exceeding their expectations.
- Financial security and protection to our clients’ commitment.
- Fairness and empowerment through proactive processing of knowledge and insights.
- Contributing to nation building through educating the tax payers of nation the importance of insuring and investing.
We will remain flexible and innovative so that we are able to address the changing needs of our clients.
- Our distinctive investment approach puts clients first, building investment portfolios tailored to their needs.
- We provide fund and portfolio management services to individuals and professional clients, ensuring solid and consistent performance.
- Our approach is dynamic, robust, and repeatable, nurturing wealth and delivering solid investment returns.
Shyam Financial Service Portfolio Management
- At Shyam Financial Service, we believe in providing investment offerings that are specifically structured to meet the requirements of our investors.
- We offer a diverse range of portfolio management services designed to cater to various investment needs and preferences.
- Whether you are seeking long-term capital appreciation, income generation, risk protection, or a combination of these objectives, we have offerings that can match your requirements.
- Our experienced portfolio management team works closely with you to understand your goals, preferences, and restrictions, ensuring that the investment offerings are aligned with your specific needs.
Offerings Structured to Match Investors' Requirements
- When you choose Shyam Financial Service to manage your money, you commission a highly experienced portfolio management team to take care of your investments.
- We place a strong emphasis on building a close working relationship with clients and their advisors to ensure that we can achieve a solution which best suits individual goals and aspirations.
- Clients will have their own portfolio and access to our expertise through a diversified, global range of investments across various asset classes.
How We Can Help
- We offer a range of portfolio management services to meet clients' needs. Our portfolios are structured with the goals of long-term capital appreciation and income generation in mind, while targeting diversification and risk protection at the same time.
- Bespoke Personal Portfolio: Specifically developed for investors who require very personal wealth management within a disciplined, risk-controlled investment management process.
- Equity Portfolio: Objective is to maximize returns to the investor over the medium to long term through investing in FTSE/JSE listed shares.
- Dividend Income Portfolio: Actively managed portfolio aiming to provide investors with an attractive dividend yield over the long term.
- Global Leaders Equity Portfolio: Unconstrained portfolio focusing on a selection of world-class mega caps that deliver sustainable above-average returns.
- Balanced Portfolio: Actively managed portfolio investing in local equities, listed property, bonds, cash, and offshore assets for risk-adjusted returns.
- Property Portfolio: Our Property Portfolio aims to outperform the listed property index by strategically investing in high-quality listed property companies within the Indian real estate market. Leveraging our expertise, we identify high-potential opportunities and conduct thorough research to select properties with strong growth potential and sustainable earnings. With our disciplined approach, we strive to generate attractive returns for our clients while minimizing risks, allowing you to benefit from the potential of the Indian real estate market.
- Fixed Income Portfolio: Conservatively managed portfolio aiming to generate stable and optimal income returns from interest-earning securities.
- Our typical investment universe includes equities, bonds, exchange-traded funds (ETFs), alternative assets, cash instruments, and offshore investments.
- Naturally, we will always work to the mandate agreed with our client, ensuring personalized and targeted investment strategies.
Our Offering
- We believe that successful investing is achieved through diversification and careful asset allocation, reducing overall investment risk.
- We invest in what makes sense rather than blindly following a benchmark or the latest market trend.
Our Investment Approach
Mr. Shyam
Founder & Director
Welcome to Shyam Financial Service, your trusted portfolio management service provider. We offer a comprehensive range of financial solutions customised to meet your investment needs.
Shyam Financial Service is a leading portfolio management company with our expertise in mutual funds, life insurance, health insurance, and general insurance, we help clients achieve their financial goals with confidence.
CLIENT TESTIMONIALS
Our brand is not what we say but what they say
I wish to compliment your calibre, professionalism and behaviour that you have constantly shown to me at our meetings. I am highly impressed with the services that you are providing to me and I wish to express my sincerest thankfulness towards you for your support and efforts towards getting us the best deals at the competitive premiums. I wish to appreciate the knowledge that you possess regarding the most unique insurances & their claim procedures at very young & nascent stage of your career. The way in which you interact & educate us is indeed very unique and it has been a really nice experience in doing business with you. I am sure Shyam Financial Service will set new industry standards.
Devendra Goel
I always wondered about insurance policies which only my accountant would understand, but after meeting Ms. Pallavi P. Kulkarni, who already had a track of my insurance renewals, simplified the entire policy and was able to save us almost half of the insurance premium on the policy which we had from 15 years. I normally dreaded the process but he has made dealing with insurance easy and painless. I hold Shyam Financial Service, in the highest regard as far as customer service goes. Ms. Pallavi P. Kulkarni is a great person with a great character. He is highly committed to his profession, his community and his faith.
Mr. Piyush Soni
I had recently asked Ms. Pallavi P. Kulkarni to quote for the various aspects of my insurance - Sales Turnover Insurance, Stock and Store Insurance, etc. My insurance needs are very complicated, and I wanted to cover all the possibilities of losses. I was fairly confident with my current insurer, but I still remember 3 years back when this young boy walked into my office claiming that he could help me enhance my insurance cover. I could proudly say that he had worked on my entire portfolio and provided me with sustainable coverage and claim assistance coverage at a lesser cost than my previous insurer. He has time and again impressed me with his knowledge of his subject at this very young age. I wish Shyam Financial Service all the success.
Shambhu Nath Jajodia