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
Meet Your Financial Team
| Management: | |
| Our Team consists of highly qualified advisors to help you out with all your financial needs. | |
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Mr. Vijay Shejwal Chief Advisor | 30+ Years Experience |
| Mr. Vijay Shejwal is the Chief Advisor and our most experienced member, he has over 30 years of rich experience in the financial services industry. A recipient of the prestigious “Global Excellence Award” by Lokmat Media Group and known for his deep understanding about the financial markets and the economy. | |
| Sales Team: | |
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Ms.Sushma Shejwal Insurance Broker | 15+ Years Experience |
| Ms Sushma Shejwal is an insurance broker, having extensive knowledge about the insurance sector and a vast 15+ years of experience. She is responsible for insurance planning and risk management. | |
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Mr Sanket Shejwal CFP® - Certified Financial Planner | 7+ Years Experience |
| Mr Sanket Shejwal is the advisor for new age investors. A Certified Financial Planner® himself with an experience of 7+ years. He is responsible for planning and portfolio management along with wealth management. | |
