CONTACT US:02228891775 |contact@tejasconsultancy.co.in

Why You Should Consider Us

Our mission as an independent financial caretaker is to deliver objective and honest opinion to our clients and serve as their Family Wealth Guardians. As a financial caretaker, we foster interaction and engagement with all of our client family members who seek to secure their wealth for generations. We strive to be recognized by our clients, employee and the communities we serve as a best-in-class as an independent financial caretaker.

Simplicity & Clarity

Simplicity: We Remove Complexities of life by Organizing your finances.

Clarity: We Help you define a clear vision for your family and yourself.

Strategies & relationship

we Design Insurance and Investment Strategies that optimize your probability of success

Trust

We have an immediate interest not only in our client’s satisfaction, but in our reputation as well. We realize the importance of our reputation and work to insure that all of our clients’ Investment product needs are being addressed in a timely manner.In our case, this is not only our “job”; it is our career.

Goals & Family

We typically address our client's concerns through a three-step program. We meet with each new client to review their current financial Investment situation, carefully assessing the client's Investment and Insurance plans and liquidity needs. In addition, we discuss short and long term Products available to match client's goals and objectives.

We are Financial Heroes

The journey of Deepak Sheth an ordinary person who overcame life's toughest challenges and created a fortune for himself from a mere 10000 Rupees salary to a whooping 15cr worth of wealth today. The reality is, as everything in life also succeeding takes years, preparation takes manifolds to create a substantial worth from nearly a scratch from living in a single room to a lavish multi room house can only be achieved by a visionary. Entrepreneurship is a way of life that offers unlimited possibilities to those who truly believe in it and live by it.

Mission Statement: “Investors First”

Above all else, we commit ourselves to putting investors first by helping our clients work towards achieving their financial goals and objectives, by providing the best possible money management services and continually monitoring our clients’ investments.

History

As an independent wealth manager is to deliver objective and honest advice to our clients and serve as their Family Wealth Guardians. As a financial caretaker, we foster interaction and engagement with all of our client family members who seek to secure their wealth for generations. We strive to be recognized by our clients, employee and the communities we serve as a best-in-class firm.

Our Clients

Collectively, Tejas Consultancy, currently manage over 200Cr AUM for more than 7000 individual clients. We specialize in developing and maintaining long term planning for individuals. Collectively, we have been managing clients Investment since 1980. Our clients consist of self-employed individuals, small local businesses, non-profit organizations, foundations, school districts with multiple locations throughout the Country.

What We Do

Behind Our Company

DEEPAK SHETH

The journey of Deepak Sheth an ordinary person who overcame life's toughest challenges and created a fortune for himself from a mere 10000 Rupees salary to a whooping 10cr worth of wealth today. The reality is, as everything in life also succeeding takes years, preparation takes manifolds to create a substantial worth from nearly a scratch from living in a single room to a lavish multi room house can only be achieved by a visionary. Entrepreneurship is a way of life that offers unlimited possibilities to those who truly believe in it and live by it.

Contact On: 9821105884 EMAIL: deepaksheth@hotmail.com

KALPANA SHETH

Dedicated to the highest ethical standards and has been providing comprehensive financial services to clients.

Contact On: 9821105884 EMAIL: kalpana@tejasconsultancy.in

TEJAS SHETH

Tejas has been with the company for almost 25 years now and is the Director for Retail Clients. It is his great ideas and brilliant choices that give Marketing the visual direction that it needs.

Contact On: 9821302812 EMAIL: tejas@tejasconsultancy.in

RITESH SHETH

Ritesh is the Specialist in Advising investment & Insurance Products,so clearly he has been with us since 1989.He was his genius and great ideas that have Grown a company that knows no limits.

Contact On: 9930444099 EMAIL: ritesh@tejasconsultancy.in

We’d Love to Talk with You

Let's Talk

Malad East Office: Allaudin Bldg Shop No 1,

Manchubhai Road, Malad East, Mumbai - 400097

Tel No: 022 28891775 and 022 28816160

Malad West Office: Param Ratan Apts,Shop No-9,

Jakaria Road, Malad West, Mumbai - 400064

Tel No:: 022 28828756 and 022 28823275

  • E-mail: deepak@tejasconsultancy.in

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