About Us
- Parshwam Investment Services Pvt. Ltd., led by Utsav Shah and Shreeya Shah, has been a trusted name in financial services since 1978.
Founded by Atul Shah and Vipul Shah, the firm initially operated under personal names and has since grown into a respected financial product distribution company.
With over four decades of experience, we have built a strong reputation for reliability, transparency, and personalized financial guidance.
We specialize in delivering comprehensive financial solutions across a wide spectrum of products, including:
◼ Mutual Funds
◼ Portfolio Management Services (PMS)
◼ Insurance (Life & General)
◼ Fixed Deposits
◼ Bonds and NCDs
At Parshwam, our philosophy is rooted in long-term relationships and tailored advice — helping our clients achieve financial growth, stability, and peace of mind.
Our approach is client-centric — we evaluate each investor's requirements, provide unbiased guidance, and ensure long-term financial growth. With a commitment to simplicity, transparency, and continuous support, we empower our clients to make informed investment decisions.
45+ Years of Experience
Proven track record of success and stability in the financial sector.
Wealth-Building Focus
Committed to helping clients achieve long-term financial growth.
Strong Leadership
Led by a visionary team with strategic expertise and integrity.
Diversified Investments
Smart asset allocation to manage risk and maximize returns.
Your Partner in Smarter Financial Decisions
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Our Mission
At Parshwam Investment Services, our mission is to provide ethical, reliable, and personalized financial solutions that empower clients to achieve long-term goals. We focus on integrity, transparency, and professionalism in every interaction, guiding investors with clear insights, helping them make informed decisions for sustainable wealth creation, security, and financial growth.
Our Values
At Parshwam Investment Services, our values guide everything we do. We operate with integrity and transparency, ensuring every advice is in the client’s best interest. Our client-focused approach emphasizes professionalism, clarity, and education, helping clients make informed choices while delivering straightforward, effective financial solutions for sustainable growth and long-term security.
Our Vision
Our vision is to be a leading financial services provider in India, recognized for excellence, transparency, and a client-first approach. We strive to make wealth creation simple, accessible, and stress-free. By delivering tailored, reliable solutions and fostering trust, we aim to ensure sustainable financial growth and long-term security for every client.
The Minds That Make It Happen
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With over four decades of experience, Atulbhai laid the foundation of our firm in 1978. His vision and client-first approach continue to inspire our philosophy of building long-term financial relationships.
Atul Shah
Founder
With over four decades of experience, Vipulbhai laid the foundation of our firm in 1978. His vision and client-first approach continue to inspire our philosophy of building long-term financial relationships.
Vipul Shah
Founder & Director
With over four decades of experience, Utsavbhai laid the foundation of our firm in 1978. His vision and client-first approach continue to inspire our philosophy of building long-term financial relationships.
Utsav Shah
Founder & CEO
Trusted by Leading Product Partners
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