Who we are?
R. C. Shah & CO. is founded by Mr. Rohit Chandulal Shah in the year 1984. Providing Income Tax Consultancy of all types. Mr. Rohit Shah has done M.Com in Financial Management & has cleared Intermediate Exam of Institute of Chartered Accountants of India. Has also cleared 1st group of final C.A. doing Income Tax & Investment Planning for Individual/HUF/NRIs/Senior Citizens Investors, Partnership firms, Companies.
He is a pioneer in Mutual Fund Consultancy and giving Mutual Fund Advice Since 1995, was a District Representative for Kothari Pioneer Mutual Fund (Now known as Franklin Templeton Mutual Fund) for Vadodara, Kheda, Panchmahal & Bharuch District. Has also conducted Training Programme on behalf of AMFI in the year 1996, 1997.
We offer a Wide range of products such as Mutual Funds, Life and General Insurance, all types of Bonds, Shares IPO, Bank / Companies Fixed Deposit. Also, give education on regular basis to our Investors about Mutual Funds Schemes.
Rohit C Shah is an efficient Income Tax and Sales Tax consultant having practiced since 1984 . With his deep expertise in Financial Services, we deal in Financial planning on all aspects and help you gain from our experience and intelligence in Finance.
Pragnesh Shah has strong expertise in customer services having a background of 16 yrs . experience in FMCG Sales. Also practicing in this industries from 2002. He has a thorough understanding of customer needs and liabilities which makes him a strong resources for investor portfolio management with Familiar Approach.
Process of planning
- Understanding your financial status through questions and answers.
- Analyzing your needs, liabilities and goals.
- Matching products with your needs.
- Explaining how the portfolio would work for you.
- Periodic review and regular updating clients.
For any Tax or Investment related query, contact now. We would be happy to assist you.