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Anytime consolidated
portfolio report

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of mutual funds



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How It Works

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Fill your basic information and create your free account. Believe us you will get a lot by just signing up.

What we do for you?

  • We get your KYC done
  • We make you online investment ready

What we need from you?

Nothing much! Just download Account Opening Form & Mandate Form. Fill, sign and mail these at balajishashank@gmail.com

What you Get?

  • Single platform to buy, sell & live tracking of your portfolio
  • Monthly Portfolio statement
  • All this for Free Free Free!! We are not charging any service fee from you

Our Services

Our investment planning process integrates all aspects of your financial life – Financial Planning, Investments, Insurance, Tax planning and liabilities—into a single comprehensive plan that addresses each facet of your unique wealth management requirements.

Client Testimonials

BALAJI Investment & Services has been involved in assisting us to take a decision regarding potential investments in bonds, equity and mutual funds for many years. Their understanding of the subject has been deep and beyond reproach. They have always given good advice in the subject and have been instrumental in shifting our developing requirements based on the emerging economic and financial scenario. I look forward to their continuous support in the future.

Mr. Anil Susarla
CEO - Anishya Lifecare Pvt Ltd

My busy doctor life never allowed me to identify and plan my financial goals. At BALAJI Investment & Services, I was able to prioritize my future goals, save for them and also assess my performance on each goal. With the help of Mr. Gaurav Singhvi, I was able to invest into multiple asset classes and save on taxes also. They carry out regular review and rebalance of my portfolio and advice accordingly. They also help in keeping a close track on my existing loans. I personally recommend it to all working professionals.

Dr. Rashmi Shanker
Consultant - Dermatologist

I am so glad you were there when we require your advice. It was middle of our conversation when you gave us a right advise at a right time. Your timely Investment and protection advise has helped us to come out in such a critical situation. Thanks Gaurav, you were always with us whenever we needed you.

Mr. Gautam Shah
Retired Army Colonel

Great investment recommendations team BALAJI Investment & Services. I am confident after reading your info about the investment and protection planning it has helped our family members including me to manage the portfolio effectively. Your advise has saved us from many unforeseen consequences due to market condition. Many thanks to BALAJI Investment & Services.

Mrs. Zalak Patel
President - Nagarpalika, khedbrahma

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