Transforming Financial Goals into Reality

Combining decades of expertise with personalized attention, we deliver tailored financial solutions that align with your unique goals and timeline.

About Us

At Shivgan Associates, we bring over 20 years of investment expertise to guide individuals and families toward financial security. Our client-centered approach focuses on understanding your unique needs, carefully evaluating risk profiles, and developing personalized investment strategies.


We distinguish ourselves through our commitment to transparency, continuous portfolio management, and goal-oriented planning. Our team work closely with you at every step, transforming financial complexity into clear, actionable strategies.


We measure our success not by transactions, but by the financial confidence and peace of mind we help our clients achieve. Through disciplined processes and personalized attention, we remain dedicated to helping you navigate your financial journey with confidence.

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Years in Business
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Assets Under Management
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Happy Families in India

Our Services

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Financial Education

We educate about the need to undertake financial planning and help you understand important financial concepts.

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Goal Planning

Assist in understanding and defining your financial goals with clear strategies to achieve them.

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Portfolio Management

Support with portfolio review & rebalancing to optimize your investments for maximum returns.

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Risk Management

Specializing in Insurance (Life, Health & PA) to mitigate financial risks for you and your family.

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Investment Advisory

Expert guidance on Mutual Funds, PMS, Corporate Fixed Deposits, Bonds, Debentures & ULIPs.

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Personalized Planning

Tailored financial planning solutions designed specifically for your family's unique needs.

Products Offered

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Mutual Funds

Expert guidance on selecting the right mutual fund schemes tailored to your risk profile and financial goals.

  • Equity funds
  • Debt funds
  • Hybrid funds
  • Tax-saving (ELSS) funds
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Portfolio Management Services (PMS)

Professional management of your investment portfolio by experienced fund managers.

  • Customized investment strategies
  • Professional portfolio management
  • Regular performance reviews
  • Tailored for high net worth individuals
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Insurance

Comprehensive insurance solutions to protect you and your loved ones.

  • Life Insurance
  • Health Insurance
  • ULIPs (Unit Linked Insurance Plans)
  • Motor Insurance
  • Travel Insurance
  • Personal Accident (PA) Insurance
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LAS (Loan Against Securities)

Access liquidity against your investments without selling your securities.

  • Competitive interest rates
  • Quick processing
  • Flexible loan amounts
  • Maintain your investment portfolio
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Bonds & Debentures

Fixed income securities for stable returns and regular income.

  • Corporate bonds
  • Government securities
  • Tax-free bonds
  • Structured products

Our Mission

01

Financial Independence

Empower families to become financially independent through education and strategic planning.

02

Risk Mitigation

Mitigate significant financial risks through proper insurance and diversification strategies.

03

Secure Future

Ensure a secure future for you and your loved ones with long-term wealth creation plans.

Our Team

Rajan Shivgan

Rajan Shivgan

Founder, Shivgan Associates

A Family's Financial Expert with over 20 years of experience helping clients reach their financial goals with personalized advice and smart strategies.

Siddhesh Shivgan

Siddhesh Shivgan

Family's Financial Wellness Expert

Guides clients in navigating their financial journeys and achieving their aspirations with tailored solutions.

Dedicated Support Team

Support Team

Dedicated Service Team

Our back office and customer care teams are here to address all your queries and ensure seamless service throughout your financial journey.

Special Offers

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Free Portfolio Reviews

Get a comprehensive review of your current investments to identify opportunities for improvement.

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Educational Webinars

Access to exclusive educational webinars to enhance your financial knowledge.

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Personalized Financial Planning

Customized financial planning services designed to help you achieve your specific goals.

Contact Us

Send Us a Message

Get In Touch

Reach out to us for any questions or to schedule a consultation.

Our Location

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Address

Shop No. 1, Bldg I, 62/63, Navgrah Complex,

Poonam Sagar Complex, Mira Road(E) - 401107