Aegis Financial is an Ahmedabad based firm, with a branch office at Rajkot, having a client base across India and expanding cross-borders. Aegis has a team of Financial Planners and with our diversified views and expertise, we advise our clients with customized and effective financial planning to grow and save their money. Aegis Financial offers an unusually broad and in-depth understanding of the financial planning and wealth advisory business. We’ve originated wealth and tax planning for the past four years, making us subject matter experts for both domestic and NRI Clientele. With the expert team, we suggest you various offers to match your expectations for different financial concerns. We are uniquely experienced professionals – truly dedicated to our profession. We work with the tailor-made solutions for every individual or organization, regardless of income or credit history.
I met Baiju through my cousin’s reference almost 4 years back. In the last 4 years, I took these services:
~Investment Management (investing in mutual funds, stocks, life insurance, etc.)
~Filing of Income Tax Return and related queries
~Saving Income Tax effectively
~Advisory
Baiju is very patient, punctual and always have a happy-go approach towards his clients, which I believe is a very great asset. I thank him to be on my side and taking very good care of my finances.
Baiju Shah and Aegis Financial team have been one of my most trusted Financial Planners. They have always been at arm’s length whenever I needed their services. Since 2011, Baiju has always given us feasible solutions for any of our investment-related queries. Be it at the company level or at the individual level.
We are very much happy with their services and highly recommend their services. Our best wishes for their brighter future.
Starting from 2012 till date, we have taken his services in buying a variety of insurances (property insurance, group personal accident plan, group health insurance). He also helped in managing our personal portfolio of investments. He also helps in saving Income Tax by suggesting different ways for the Company as well as for the partners.
We thank him for the regular updates and for being our financial planner. Because of Baiju Shah and his team, I am not at all worried about my investment because it is in safe hands.
Dear Mr Baiju,
What I have liked in the services of Aegis is :
~Responsiveness – the availability is great.. I have always got a response – it’s like having a personal CA.. which is ABSOLUTELY Fantastic – Please keep this dependability ON as you have many non-local clients..
~Understanding and clarity of what can be done and what cannot be done..
~Complete Transparency of whatever is being done is much much appreciated
Things that can be improved upon; -)
Actually, nothing that comes to my mind – but if it does. I will definitely get back.
I am happy with the services extended by Aegis financial for filing the tax returns of an individual for FY20-21. Seems like they have deep & precise knowledge of various clause(s) of ITR which can provide mutual benefits to an individual as well to the Indian govt.
Looking forward to rendering their services in future, hope they maintain the same level of enthusiasm & quality of services
Get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!
