Hello and welcome to our website!
I’m Mr. Dharmesh Shah, the proud owner of Need Based Solutions. With extensive experience as a Mutual Fund Advisor, Life Insurance Specialist, and Financial Planner, I am dedicated to guiding you through your financial journey. Our comprehensive services also include Mediclaim, Travel Insurance, Car Insurance, and LiquiLoans, ensuring a well-rounded approach to your financial well-being.
Our mission
Our mission is for your money to multiply even when you are sleeping. At Need Based Solutions, we guide you in creating a concrete roadmap to achieve your financial goals effortlessly. We provide personalized and effective solutions tailored to your unique needs, ensuring a smooth and successful financial journey.
Our Philosophy
Real wealth is more than just money. Through my 15 years of research and experience, I've learned that true wealth is about loving who you are, enjoying where you are, and appreciating what you have. It's easy to get caught up in hard work, tension, and frustration, forgetting to live and enjoy life. At NB Solutions, we help you define what wealth means to you, ensuring you achieve financial success while maintaining a fulfilling life.
Understanding your money personality is crucial. Are you a slave to money, or are you its master? Is your money happy or sad? This introspection will help you identify and improve your relationship with money.
Key Areas of Focus
Did you know that only 30 out of every 100 people are insured? But often, their insurance is not aligned with their goals and is acquired randomly under family and relative influence. This statistic highlights a significant gap in financial security that NB Solutions aims to bridge. Ensuring you and your loved ones are protected is essential for peace of mind and a secure future. We are here to help you close that gap with our comprehensive insurance and financial planning services.
Child Education
Child Marriage
Retirement Planning
Our Approach
My advisory on developing a successful financial plan for clients revolves around six basic principles:
• Understanding Client Needs & Objectives
• Gathering Information
• Analyzing the Information
• Proposing Various Solutions and Alternatives
• Implementing the Final Plan
• Regular Review and Adjustments
Why Choose Me as Your Financial Advisor?
• Sound Industry Knowledge
• Varied Range of Products
• Flexibility
• Regular Review of Your Financial Products & Needs
• On-Time Service
My Commitment to You
My commitment to you is to build a robust portfolio where you won’t have to worry about anything related to finance in the future. With Need Based Solutions, you can trust that your financial future is in capable hands.
Thank you for choosing Need Based Solutions. We look forward to helping you achieve financial success and peace of mind.