About Us

About the Founder

Bhavesh M Shah

Bhavesh M Shah, born in 1973 in the bustling city of Mumbai, is a seasoned expert in the financial markets with over 25 years of experience. His extensive education includes an MBA in Finance and a B.Sc. in Chemistry, forming a solid foundation for his career. He is also a registered Mutual Funds Distributor. He shifted to Surat City in 1978 and after completing the education, he is creating successful benchmarks in his profession.
Bhavesh's expertise lies in understanding the mega trends of the financial markets, allowing him to skillfully customize or restructure portfolios to maximize wealth creation. He firmly believes in the power of staying informed and the importance of long-term investing as the key to financial success.
Philosophy
"Stay Informed and Stay Invested. Long Term Investing is the key."
This belief has guided Bhavesh throughout his career, helping his clients achieve their financial goals by focusing on long-term strategies and informed investment decisions. This belief has helped Aarohi Investment retain more than 90% of clients and has served up to 3 generations of families as their wealth facilitator.
Associations
Beyond his professional achievements, Bhavesh is actively involved in several esteemed organizations, including:
Rotary International Disha Foundation Surat Literary Foundation Prayas Foundation
His commitment to these associations reflects his dedication to community service and his passion for making a positive impact on society.

Mission

Our mission is to navigate the complexities of the financial markets with expertise and dedication, ensuring sustainable growth and prosperity for all. We intend to inspire a culture of informed investing and purposeful wealth creation"

Vision

To revolutionize financial empowerment by providing unparalleled wealth nurturing services, enabling our clients to achieve their highest financial potential and create lasting legacies. We aspire to be one of the most trusted partner in guiding human beings and communities toward enduring prosperity and financial well-being.

Core Values

Integrity:

We conduct our business with the highest ethical standards, ensuring transparency and honesty in all our dealings.

Client-Centricity:

Our clients' needs and goals are at the heart of everything we do. We tailor our strategies to provide personalized, effective solutions that meet their unique financial objectives.

Excellence:

We strive for excellence in all aspects of our work, continuously improving our skills, knowledge, and services to deliver superior results.

Trust:

Building and maintaining trust with our clients is paramount. We prioritize open communication, confidentiality, and reliability in our relationships.

Innovation:

We embrace innovation and adapt to the ever-changing financial landscape, utilizing cutting-edge tools and strategies to provide our clients with the best possible outcomes.

Education:

We are dedicated to educating our clients, empowering them with the knowledge and insights needed to make informed financial decisions.

Accountability:

We take responsibility for our actions and decisions, consistently delivering on our promises and standing by our commitments.

What We Offer

Aarohi Investments. is a leading Investment Advisory Firm with a reputation built on performance. With over 2 decades of rich and varied experience, a thorough knowledge of the markets, proficiency in risk management and innovative, focused research, we offer advise on investing in the equity and fixed income markets and mutual funds. Our clients include Financial Institutions, Mutual Funds, Foreign Institutional Investors, Banks, Corporates and Individual Investors.

Why Choose Us?

We at solutions would like to be a part of technology age and are thus working in providing the following.Online Financial Planning & Wealth management.Financial Peace and Independence for our clients.Unbiased tax, investment and insurance advisory services We would be happy to be of assistance to your financial needs.

We offer

  • Financial Advisory services
  • Financial planning life stages
  • Mutual funds investments
  • Corporate Fixed deposits
  • Life Insurance Advisory
  • Estate Planning
  • Life Insurance Advisory
  • General Insurance Advisory
  • Dream home, car and vacation planning
  • Portfolio Tracker Management
  • Tax management Services
  • NRI Services
  • LIC of India
  • Post Office Saving Scheme
  • Tax Planning u/c 80C.
  • Online Transactions Of Mutual Funds.
  • Portfolio Valuation Reports & P/L Reports.
  • SIP & Return Calculator, Daily NAV.

We offer

Financial Planning

Wealth Management

Retirement Planning

Tax Management

Mutual Fund