Our Story
We are certified Wealth Managers, Portfolio Managers, Alternative Investment Distributor, Mutual Fund Distributor and Insurance Consultants, recognized by reputed institutions such as the NSE (National Stock Exchange) and AMFI (Association of Mutual Funds in India).
What We Do
We offer comprehensive financial advisory services, backed by a team of highly qualified and experienced financial professionals. Our expertise spans:
- Mutual Funds & SIPs
- Goal-Based Investment Strategies
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Category I
- Category II
- Category III
- NRI investments through GIFT City
- Estate Planning
- Will Writing
- Trust Formation
- Succession Planning
- Insurance Planning (Life & Health)
- Tax & Retirement Planning
- Home Loan Assistance
We leverage our in-depth understanding of insurance, taxation, lending, and market instruments to design tailored investment plans aligned with your short-term and long-term financial objectives.
Our Purpose
Our core mission is to provide fast-track, actionable financial solutions that not only build wealth but also empower our clients to enjoy a secure and fulfilling retirement.
“Rainbow Investments – Your Partner in Financial Success.”
OUR VISION
To be a trusted lifelong partner in our clients’ journey of wealth creation, protection, and transformation—delivering financial confidence at every stage of life.
OUR MISSION
Our mission is to empower clients to achieve their financial dream goals through active portfolio management, thoughtful investment strategies, and personalized financial planning.
We are committed to delivering long-term value by staying true to our core values and sound investment principles.
OUR VALUES
We do the right thing
We act with integrity, transparency, and always put our clients’ best interests first.
We Think Long-Term
We make thoughtful, strategic decisions with a focus on sustainable growth and long-lasting client relationships. Investment excellence is at the core of everything we do.
We Work Together
We value collaboration, respect, and humility—both within our team and with our clients. We foster a culture of support, open communication, and shared success.
We strive for excellence
We go the extra mile, continuously improve, and stay adaptable in a dynamic financial environment—because our clients deserve nothing less.
Skill Strength
Why Us
Our Team
| Management: | |
| Our Team consists of highly qualified advisors to help you out with all your financial needs. | |
 | Mr. Vijay Shejwal |
| Mr. Vijay Shejwal is the Chief Advisor for RAINBOW INVESTMENTS. Our most experienced member, he has over 30 years of rich experience in the financial services industry. An DBM by education, he is known for his deep understanding of the distribution practices and its challenges. | |
| Sales Team: | |
 | Ms.Sushma Shejwal |
| Ms Sushma Shejwal is the Relationship Manager, having an experience over 15 years in the financial services industry. She is responsible for investment advisory and portfolio management. | |
 | Mr Sanket Shejwal |
| Mr Sanket Shejwal is the a Certified Financial Planner CFP®. He has an experience of 7+ years in financial planning. He manages our social media accounts and our YouTube page. | |
