Welcome to TejDhaval Financial Services

Thank you for taking the time to explore our company. We're delighted to share our story with you, and we invite you to reach out for more information about our comprehensive range of products and services.

Meet Our Founder, Mr. Tejas Shah

In 2004, Tejas Shah embarked on his journey in the world of financial services with a clear mission: to embrace every challenge and earn the trust of our clients by delivering tailored needs-based financial solutions. Guided by unwavering business ethics that include honesty, integrity, loyalty, trustworthiness, and compliance with the law, Mr. Shah has set himself apart as a leader in the field.

He firmly believes that knowledge is the cornerstone of success and consistently seeks opportunities to expand his expertise. His dedication to ongoing learning benefits our company and clients, enabling us to leverage the latest techniques and emerging trends to become premier financial planners. Mr. Shah holds an MBA in Finance from Mumbai University and is a Certified Financial Planner (CFP) accredited by FPSB INDIA. He is also associated with the most internationally recognised and accepted designations in financial planning.

Mr. Shah's expertise spans a wide range of financial services, including cash flow management, risk management, tax planning, retirement planning, wealth services, corporate investment management, and more. His outstanding performance has earned him accolades such as MDRT (USA) and COT (USA) qualifications from LIC and recognition for excellence from esteemed Health Insurance and Mutual Fund companies.

Our Vision
At TejDhaval Financial Services, we aim to serve as your trusted financial, insurance, investment, and mutual funds services distributor. We achieve this by combining our investment management expertise with wisdom, guiding you towards your personal goals, and helping you attain the peace of mind that comes with financial security.

Our Exceptional Team
Our exceptional team of qualified professionals is instrumental in our organisation's success and seamless operation. They are guided by the same unwavering mission and ethics that drive our company, making them experts in product knowledge, customer care, and post-service support.

Our Commitment to You
Today, TejDhaval Financial Services proudly serves over 1,000 satisfied families in their financial endeavours. We bring our services to your doorstep, ensuring that your financial journey is marked by the best possible support and guidance, leading you towards a brighter future.

We thank our dedicated teammates, friends, clients, associate channel partners, and well-wishers for their unwavering support, encouragement, appreciation, references, and valuable suggestions. Your continued support motivates us to strive for excellence in the future.

Ready to embark on your financial journey with us? Contact TejDhaval Financial Services today and let's start shaping your financial future together.