About us

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.

15+

Years of experience

550+

Successful Family Portfolio

10+

Industry awards
Dhatrmesh Shah
Mission

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.

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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

Planning for your child's education is crucial, especially in light of the highest inflation rates in this segment, which continue to grow. Good planning is essential to secure your child’s educational future without financial stress. We help you create a financial plan that ensures your child receives the best education possible.

Child Marriage

Weddings can be expensive, and planning for your child's marriage requires careful financial preparation. We provide strategies to ensure you're financially ready for this joyous occasion.

Retirement Planning

Secure your future with our retirement planning services. We help you build a retirement fund that allows you to enjoy your golden years comfortably.

Our Approach

My advisory on developing a successful financial plan for clients revolves around six basic principles:

• Understanding Client Needs & Objectives

We start by understanding your unique financial goals and aspirations.

• Gathering Information

Collecting all necessary financial information to get a clear picture of your current situation.

• Analyzing the Information

Thoroughly analyzing the gathered data to identify strengths, weaknesses, opportunities, and threats.

• Proposing Various Solutions and Alternatives

Offering a range of tailored solutions and alternatives that fit your specific needs.

• Implementing the Final Plan

Helping you implement the chosen financial plan seamlessly.

• Regular Review and Adjustments

Continuously reviewing and adjusting your plan to ensure it remains aligned with your goals.
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Why Choose Me as Your Financial Advisor?

• Sound Industry Knowledge

Extensive expertise and experience in the financial industry.

• Varied Range of Products

A diverse selection of financial products to suit your needs.

• Flexibility

Customized plans that adapt to your changing life circumstances.

• Regular Review of Your Financial Products & Needs

Ongoing assessments to keep your financial plan on track.

• On-Time Service

Prompt and reliable service to meet your expectations.

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.