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We help you Reach your Financial Goals

At Shilpa Associates, we work very closely with each client so that they can reach their respective Financial Goals. If you have a Financial Goal in mind, do contact us

Get Every Updates From Here

It's Always A Good Time To Invest And Plan!

Child Education

The cost of higher education is increasing annually by more than 15%. It is important that you plan your child's education well in advance

  • Plan early to meet the goal
  • Early starter can begin with small amount
  • Your child's dream come true

Wedding

By starting with a small SIP amount, you can benefit by power of compounding to meet this goal

  • For Indians it is a very important event
  • Achieved by saving small amounts regularly
  • Step up SIP can be a good option

Retirement

Do not make the mistake of delaying your investments for this most important goal of your life

  • Plan early when you start your career
  • Account inflation and current expenses
  • Build enough to meet medical exigencies

Home

Who does not want an abode of their own. Start planning based on when you want to have your Sweet Home

  • Account inflation adjusted purchase cost of the property
  • Start a separate SIP for this goal
  • Help save taxes under old tax regime

Wealth Creation

Who does not want an abode of their own. Start planning based on when you want to have your wealth creation

  • Account inflation adjusted purchase cost of the property
  • Start a separate SIP for this goal
  • Help save taxes under old tax regime

Emergency Fund

This is the most important goal but ignored by most of us due to lack of knowledge

  • Save minimum 6 months of expenses as emergency corpus
  • Help meet exigencies when you do not have cash in hand
  • Helps in case of a job less/ pay cut/ start on your own
700+

Happy Clients

200+

Happy Families

130+ Crores

MF Assets (AUM)

20+

Years of Experience

How Shilpa Associates Works in your Best Interest

Monthly Investment
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

22.36L

@3% Return

Fixed Deposit

34.82L

@6% Return

Gold

56.48L

@9% Return

Sensex

79.53L

@11% Return

Shilpa Associates

1.14Cr

@13% Return

Get in touch with us

Contact Us
Our address info

183, Vihari's Travels Building,
15th Cross, Margosa Road
Malleswaram, Bangalore - 560003

Our contact info
Our contact info

Testimonials

We've collected this list of inspirational Customer Testimonials which helps us reignite on motivation on difficult days. We read through them as it has extraordinary impact on the hard work our team does and the customers we help!

Latest Blogs

10-Apr-23
Continued benefits of debt funds and its role in building a strong investment portfolio

On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bi...

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28-Mar-23
How SWP and STP Taxation works

Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual f...

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09-Feb-23
Should you invest in ELSS: Old versus New Tax Regime

There has been lot of debate in digital and social media about the pros and cons...

Read More

Latest News

17-May-24

SBI Mutual Fund launches SBI Automotive Opportunities Fund

The investment objective of the scheme is to generate long-term capital apprecia ...

News Team

17-May-24

Samco Mutual Fund launches Samco Special Opportunities Fund

The investment objective of the scheme is to achieve long-term capital appreciat ...

News Team

15-May-24

WhiteOak Capital Mutual Fund launches WhiteOak Capital Special Opportunities Fund

The primary objective of the scheme is to generate long-term capital appreciatio ...

News Team

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