At iShield Wealth Management Pvt Ltd we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 2005. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

We are AMFI certified Mutual Fund Distributor. Combined work experience of our team goes beyond 50 years as our all team members have spent significant time in industry dealing various financial products and a varied client base. We are privileged to have more than 750 clients with us which includes 10 corporates, 45 NRIs. And these numbers are just going to grow manifold in future.

We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised Financial Planning and Wealth Management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.

As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.

Our Team

Vandana Singh : Dedicated Sales Support Staff having experience of nearly 10 years handling clients' queries and related issues smoothly and efficiently.

Manoj Sonawane : Having more than 8 years experience in Sales of financial products.

Vikas Jadhav : Having more than 2 years experience in Sales of financial products.