About Us

Raksha Investment is a leading advisor and distributor of financial products and services Established in year 1998. Raksha Investment has rich exposure of over a decade in financial investments space and portfolio advisory services. From a humble beginning, Raksha Investment over the years has evolved out to be a professionally managed, quality conscious and customer focused financial / investment advisory & distribution firm.

Raksha Investment prides in being a professionally managed, quality focused and customer centric organisation…….

The strength of Raksha Investment lies in the strong domain knowledge in investment consultancy and the delivery of sustainable value to clients.

At Raksha Investment we believe in…

  • Having single window, multiple solutions that are integrated for simplicity
  • Making innovations, creativity, value-additions, a constant process
  • Providing customers with solutions for tomorrow

Raksha Investment has over INR 53 crores of mutual fund assets under advice with a wide presence in over 3 different locations with 2 branches in Baroda, Gujarat. The numbers are reflections of the trust, commitment and value that Raksha Investment shares with its clients.

At Raksha Investment, our experience, knowledge and understanding enables us to provide you with the expected value, in an enhanced way.

The management at Raksha Investment brings together a team of people with wide experience and knowledge in the financial services domain. The management provides direction and guidance to the whole organization. The management has strong visions for Raksha Investment as a respected company providing comprehensive services in financial sector.

The ‘Investor First’ philosophy is deeply ingrained in the management at Raksha Investment. The aim of the management is

  • To work towards materialization of the vision of the organization.
  • To expand the business horizon by adding every new products and innovations under our umbrella of financial activities.
  • To maximize the returns of the investors as well as manage the risk in their portfolios.

Mr. Mehul Shah

Managing Director

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Ms. Raksha Mehul Shah

Director

Vidisse saperet corrumpit id pro, his ad quidam adipiscing scriptorem. Cu ubique meliore consectetuer duo. Vix eu postea deserunt. Ne quod reprehendunt mel, in phaedrum dignissim percipitur cum. His vide molestie an, ex mea

Mr. Mehul Shah

Managing Director

Vidisse saperet corrumpit id pro, his ad quidam adipiscing scriptorem. Cu ubique meliore consectetuer duo. Vix eu postea deserunt. Ne quod reprehendunt mel, in phaedrum dignissim percipitur cum. His vide molestie an, ex mea

Ms. Raksha Mehul Shah

Director

Vidisse saperet corrumpit id pro, his ad quidam adipiscing scriptorem. Cu ubique meliore consectetuer duo. Vix eu postea deserunt. Ne quod reprehendunt mel, in phaedrum dignissim percipitur cum. His vide molestie an, ex mea

Mr. Mehul Shah

Managing Director

Vidisse saperet corrumpit id pro, his ad quidam adipiscing scriptorem. Cu ubique meliore consectetuer duo. Vix eu postea deserunt. Ne quod reprehendunt mel, in phaedrum dignissim percipitur cum. His vide molestie an, ex mea

Ms. Raksha Mehul Shah

Director

Vidisse saperet corrumpit id pro, his ad quidam adipiscing scriptorem. Cu ubique meliore consectetuer duo. Vix eu postea deserunt. Ne quod reprehendunt mel, in phaedrum dignissim percipitur cum. His vide molestie an, ex mea

Service in words, service in action

Service is the key to unlocking customer satisfaction, which again is key for sustainability of any business. At Raksha Investment we understand this very well. Raksha Investment has set strict processes in place to deliver quality services to customers. At Raksha Investment strict quality service standards are set and a well-defined process is established and followed religiously. Performance is evaluated on a frequent basis.

But quality service also involves quality people in addition to processes. Raksha Investment gives significant focus to the proper training and development of the people involved in the service delivery chain.

We are committed to improve and enhance our services and undertake new service initiatives. Such and other services differentiate us with other service providers in the industry.

Our Service Commitment

The service commitments are to guide the actions of the people at Raksha Investment. At Raksha Investment we desire to honour our commitments at all points of time and to all our customers without any bias.

  • To provide customer-focused, need-based valued services
  • To provide reliable, accurate and timely information
  • To maintain all records in privacy
  • To optimize services/benefits
  • To provide constructive after sales service
  • To honour our service commitments

Some of the awards and recognitions that we have received in the past….

Year 2002 :
Qualified as MDRT in ICICI Prudential Life Insurance

Year 2003 :
Qualified as MDRT in ICICI Prudential Life Insurance

Year 2004 :
Qualified for the prestigious MD Club Membership in SBI Asset Management Pvt. Ltd.

Year 2005 :
Qualified for the prestigious MD Club Membership in SBI Asset Management Pvt. Ltd.

Year 2006 :
Best Performance Award from SBI Mutual Fund, ICICI Prudential Mutual Fund, Reliance Mutual Fund, JM Mutual Fund and PNB Principal Mutual Fund.

Year 2007 :
Best Performer Award from Reliance Money Pvt. Ltd.

Year 2008 :
Qualified for the prestigious MD Club Membership under Platinum category in SBI Asset Management Pvt. Ltd.

Raksha Investment is the No1. distributor of Mutual Fund in SBI Mutual Fund across Gujarat State since 2004 till date.