About Us
25+
Years Experience
1000+
Happy Clients
₹100Cr+
Assets Managed
100%
Client Retention
Years of Excellence
Who We Are
Founded in 2001 by Lt. Mr. Kapil Gupta, a distinguished financial expert (AMFI Certified, LUTCF – American College of Insurance, MDRT Member), Shubhinvest has been a trusted name in investment services for over two decades.
Today, the legacy continues under Mrs. Shweta Gupta (AMFI Certified), who brings 15 years of expertise to the financial sector.
Years of Expertise
Mrs. Shweta Gupta
AMFI Certified Financial Strategist
Today, the visionary legacy carries forward with renewed energy. Mrs. Shweta Gupta integrates deep multi-sector proficiency to engineer modern, resilient wealth portfolios.
Why Choose Shubh Invest ?
Comprehensive Financial Planning
Shubhinvest offers a wide range of services, including mutual funds, life insurance, health, and general insurance, ensuring all aspects of your financial well-being are covered.
Goal-Oriented Approach
They emphasize goal planning, helping clients define and achieve specific financial objectives, such as home ownership, children’s education, and retirement.
Wealth Creation Strategies
Shubhinvest focuses on long-term wealth accumulation, providing strategies to build assets over time, exemplified by retirement planning.
Tax Planning Expertise
They offer insights into various tax-saving schemes and investments, assisting clients in reducing taxable income effectively.
“We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.”
— C.S. Lewis
Our Mission
Financial Peace & Security
At Shubh Investments, we understand that there are few things in life that bring more satisfaction and comfort to an individual than financial peace and security. There is also nothing more troublesome than to be worried about your financial future.
This financial harmony can be difficult to achieve with the variable economic disruptions the financial markets can bring. Your financial freedom will come from having your heart and mind free from the worries from those “what-ifs” of life.
We focus on Financial Planning through Mutual Funds, Life Insurance, Health & General Insurance. We help our clients reach their Financial Goals through Goal Planning. We believe that investing without any defined goal is like boarding a train without a defined destination.
Our Approach
How We Work With You
Mission Statement
We strive to empower every individual and business to achieve financial prosperity and security by showing them the right path to investment strategies.
Vision Statement
To be your ultimate financial advisor for life through our sustainable, and personalized financial guidance.
Core Values
Trust: Every client is crucial. Transparency: Every plan is backed by ethical finance practices. Tailor-made: Every plan is personalized.
Ready to Start Your Journey?
Join 1000+ families who trust Subh Invest for their financial future.