• Ensuring peace of mind through ...

  • Child Education Planning

    Investments that grow with your Children

  • Marriage Planning

    The perfect match between you and your investments

  • Retirement Planning

    Investment that continue to work even after you have stopped working

  • Family Protection Planning

    Ensuring your family is protected when you are not there

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CREATING | PRESERVING | PROTECTING

310+ HAPPY FAMILIES

Distinguished achievement of securing the lives in India as well as abroad

453 cr + RISK COVER

Sum Assured through Life Insurance Solutions

MDRT QUALIFIER

Qualified to the highest honour known as MDRT (Million Dollar Round Table)

4 Easy Steps To Peace Of Mind

1. It’s all about you

Every family has different needs and wants, so understanding you and where you want to be financially is my top priority.  In addition to satisfying my clients’ “Wealth Protection” needs through Life Insurance, I also help in “Wealth Creation” through solutions in form of Mutual Funds, Portfolio Management Services and Fixed Deposits thus offering a comprehensive bouquet of Financial Products. Through these solutions, I have helped my clients achieve their financial milestones such as Children’s Education Planning, Creating a fund for their Marriage, Retirement Planning, Legacy Creation and so on….

2. Your solution

I will customize your needs to what the industry has to offer in terms of the latest offerings at the best possible rates. Helping you to realize your dreams & aspirations.  This starts with a complete, through and unbiased (FHR) Financial Health Review through an automated tool that provides a complete analysis of your current status, your goals and creates a roadmap that helps you achieve your financial freedom and attain your goals.  This process is very simple, hassle-free, digitally driven and easy to understand by everyone in the family.  I use a modern approach to build your wealth.

3. What you get

Financial assets that are completely secure, customized and affordable that provide a steady, healthy and long – term guarantee of monetary returns.  These assets provide protection of your health, wealth and happiness.

4. Ensuring peace of mind

Join the large customer base I have created that is already enjoying the peace of mind of a secure financial future.  Relax and watch your funds grow.

Me and my work

As an insurance advisor, I contribute towards financial security and wealth creation of many families. This gives me an opportunity to add value to lives of other people, which is very satisfying to me. I have a successful track record of helping my consumers prioritize their financial goals , creating wealth and planning their legacy. This eventually has helped to build a secure and protected financial future for my clients along with sound retirement solutions. My sole mission is to help families stay financially protected!

Personal Background

  • “Family- first” is my motto in life
  • Over 25 years of professional and personal experience
  • Humble beginnings; serving in family business for 6 years
  • Self-made entrepreneur serving families and community for over 19 years

Career Highlights

  • TATA AIA Life recognized and distinguished Executive Life Planner
  • Extensive overseas travel; 12 countries in 8 years; attending various prestigious Business Seminars with TATA AIA Life
  • Pioneer in Ahmedabad’s life insurance industry, started working when the field was still in its infancy and currently has a portfolio of over 310 customers domestic and international
  • Achieved the highest honor known as MDRT (Million Dollar Round Table) with TATA AIA Life Insurance Company Limited.

Continuous Education

“You are never too old to learn”

Continuous professional development in a dynamic and fast changing world of Financial Planning is a must and upgrade oneself to serve clients in the best possible manner is my goal.  Hence, over the last many years, I have achieved certifications in the below fields:

  • IRDA – for life insurance
  • NISM – for mutual funds
  • NCFM Insurance Module
  • NCFM Wealth Management Module – for comprehensive financial planning

My life story comes from very simple background and family influence.  My father demonstrated through his actions the need to take responsibility for family and community.  His sacrifice to care for parents, his ambition for his children, his devotion to his wife. strong religious background and extensive community service has taught me that nothing comes before family and the lives of people.   I travel in his footsteps to ensure the lives of my clients are better served every-day.

Client Testimonials

“I have worked with Ankit Shah, Life Planner at TATA AIA Life Insurance on many occasions. He is extremely prompt and very good at his job. Any time I have a question or concern with my insurance policies he works on my concerns right away and we are able to resolve any difficulties that might have arisen. I would highly recommend him.

“I am working with Mr. Ankit since last 5 years. I am impressed for his knowledge and commitment.

“Doing business with him and had a great experience.

“He help me a lot & always ready to solve my queries”

“It was really a nice experience investing with Mr. Shah”

“One contact for all type of services – Mutual Funds / Insurance / Portfolio Management Services / Company Fixed Deposit”

Claim experiance

It is said that “ Helping one person might not change the world, but it could change the world for one person.” My experience with TATA INSURANCE company has certainly enforced this statement. When a person close to you passes away, there is a lot of pressure on you physically as well as mentally. Usually insurance companies harass you by demanding various forms and formalities, in order to receive the policy reclaim on behalf of the person who is not alive. However, my experience with TATA INSURANCE company was completely different. In this time of grief Mr. Ankit Shah, an insurance agent of my late father was of great help to me. He has gone above and beyond my satisfaction! He ensured that all the official procedures related to my late father’s insurance policy go on smoothly . Everything was taken care very quickly and that too without any hassle. The best part was all paper works had been done without having to go to the office. Mr. Ankit was very supportive throughout . No matter if I called him any time or even asked  him  many questions!   I really appreciate his friendly service, integrity and availability. Thank you so much for all the hard work and care that he had put in for me. 

I would also like to thank TATA insurance company for being so co-operative.  From my experience, I truly say that the company is  more systematic and professional compare to other insurance companies. I would definitely recommend TATA Insurance company to all my relatives and friends. TATA is definitely a cut above!

It is difficult to put all the help that u did into words . Thanks a lot for everything 🙂

I really appreciate your inputs and guidance to plan my insurance and investment portfolio. Today’s volatility and constantly changing markets need such sincere and knowledgeable inputs on investment. I am grateful to you and TATA AIA for taking care of me and my family.

Thanks

Thanks for supporting me in taking a life insurance policy with the help of your vast experience and industry knowledge. You give me proper guidance regarding the total process. I look forward to this relationship to the next level.

Prompt & Particular

He is Just not our financial advisor, but our true well-wisher being so sincere for all his advice on our financial planning & life management.

He is so prompt & particular with his skilled management to deal with every situation & the best in crisis management.

We wish him great success with his flourishing career ahead to serve his expertise to more & more clients.

Mr. Ankit Shah is very knowledgeable and has expertise in the complicated field of insurance. He always looks out for the best interest of the client, is proactive and professional. Contact him if in you are in
need of an expert insurance advisor!

Ankit Shah has provided an outstanding experience, offering expert insights, excellent communication, and top-tier service. He has proven to be a reliable partner for my SIP investments.

One of the most talented people I have ever met. He is very talented and experienced person in the field of finance. Would definitely recommend him for finance related solutions.

Mr. Ankit Shah is really good at understanding how money works, especially things like investing and taxes. He’s helped me a lot in figuring out what to do with my money to reach my goals. If you’re looking for someone who knows their stuff when it comes to insurance and mutual funds, Mr. Ankit Shah is the one to go to.

What’s great about Mr. Ankit Shah is that he not only knows his stuff but also cares about his clients. He uses modern tools and technology to make managing money easier and more efficient. If you ever need help with managing your finances, Mr. Ankit Shah is someone you can trust to give you the right advice and support.

Good experience.
Highly impressed with Ankit Shah. Expert insights, excellent communication, and top-notch service. Trustworthy partner for my SIP investments!

Exceptional SIP advisory service from Ankit Shah. Clear communication, expert guidance, and prompt customer service make my investment journey smooth and confident.
Highly recommend!…

Really a good person, also having indepth financial knowledge which helps us to increase our financial growth. Sharp and key approach to find out for our basic financial needs and analysis. Even time to time sharing piece of information on over all financial matter.

A very good person having a profound knowledge. Always guiding where to invest as per individual needs. Understand my requirement and suggest best investment options. Give reminder for instalment on time and closely monitoring.
One of the best financial advisor i know.

I have known Ankit Shah since last 15 years, he shares his honest opinion about the investments & share his insights

I am working with Mr Ankit since last 12 years. I am so much happy with his knowledge and services. He is very much punctual in his work. He is digitally sound person in this era it is require. He is handling my portfolio and regularly connected me.

I have been working with Mr Shah for several years now, I can confidently say that they have been an invaluable partner in helping me achieve my financial goals. He has in-depth knowledge of financial markets, investment strategies and tax implications too. I would highly recommend him to anyone seeking professional financial guidance & a partner in achieving their financial goals.

Absolutely professional n Realtime Advise…

Congratulations for completing 20 years in the business of highly challenging financial market.

We are very much delighted to have your services over a decade, with transparency and reliability. Thanks for guiding us with latest updates and best returns as per our requirement.

We are been associate from 2018 and since than my financial balance has improved…..Always recommended if someone wants to improve their financial.

Excellent experience in every step of investment and services.
Simply the best.
And wishing him a lots of miles to go.

Get in touch

Let’s get started towards securing your future and ensuring your peace of mind!  Contact me about the various products and services I have to offer and to obtain a free consultation and personalized solution to your needs today!

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