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Your Investment And Insurance Agent at your finger tips — let's connect
Why choose us?
Providing and Servicing Products is Our Passion
Hardworking, committed, dependable, friendly and knowledgeable professionals.
Our Vision
As an independent financial caretaker our aim is to deliver objective and honest advice to clients and serve as their Family Wealth Guardians.
We foster interaction and engagement with client family members who seek to secure their wealth for generations.
We strive to be recognized by our clients and the communities we serve as best-in-class independent financial caretakers.
Research and Insights: Optimize your portfolio with data
Harness portfolio analytics, NAV tracking, and actionable insights to optimize your portfolio and identify opportunities.
Personalized Financial Solutions — Save your time using our Services
360-Degree Seamlessly Monitor
Gain a 360-degree view of your finances, monitor investments, and track portfolio performance to make informed decisions.
Services
Investment And Insurance Agents Since 1980
Mutual Funds
When you buy a mutual fund, your money is combined with other investors to buy a diversified pool of investments.
General Insurance
Car, travel, home, office, health & bike insurance. Get a customized quote fast and issue policy online.
Life Insurance
Protect your family; leave a non-taxable benefit on death. Issue policy online and claim tax benefits.
Company Fixed Deposits
Corporate FDs at fixed rates for fixed terms, offered by NBFCs and financial companies.
Postal Small Savings
Post Office small savings schemes offer safe and guaranteed returns, suitable for conservative investors.
Govt Bonds
Government bonds are debt instruments issued by Central/State governments to raise funds for public spending.
Online Insurance
Insurance is protection from financial loss; a means of risk management for contingencies.
Team Plan
Iprotect Term Policy
- Tax Benefits u/s 80C & 80D* T&C
- 98.6% Claim Settlement Ratio
- In-built Terminal Illness Benefit
- Covers all forms of death
Health Plan
BajajAllianz Health Guard
- Cashless Claim Settlement Within 60mins
- Extensive Coverage with many benefits
- EMI Option Available
- Long term policy discount
Car Policy
Bajaj Allianz Car Insurance
- Quickest Settlement within 20 mins with Motor OTS
- Protect car against accidents, third party liability
- 4000+ Network Garage
About Us
Experience of over 44 years in investment and insurance agency services.
The Tejas Investor Services is dedicated to the highest ethical standards and provides comprehensive financial services. We help clients attain financial security and independence by building long-term relationships founded on mutual trust and respect.
Founded in 1980 by Mr. Deepak Sheth & Mrs. Kalpana Sheth; their sons Ritesh Sheth and Tejas Sheth joined the family business.
We offer a wide range of investment and insurance products tailored for middle-class families seeking financial freedom.
- Talk with us on Financial Investment Planning, Insurance Planning, Tax Planning, Real Estate, Mutual Funds, Retirement Planning, FDs, Postal Small Savings and more.
- Why consider us: Providing and servicing products is our passion. We are hardworking, committed, dependable and knowledgeable.
- Collectively manage over 1011 Cr AAUA for more than 18,031 clients. Serving clients since 1980.
Family Members working together as Team
Hardworking, committed and knowledgeable professionals.
Deepak Sheth
Agency since 1980
Kalpana Sheth
Agency since 1980
Ritesh Sheth
Agency since 1989
Tejas Sheth
Agency since 1992We are Agent for:
Deepak Sheth AMFI Registered Mutual Fund Distributor Code: ARN-18921 — initial registration 08-APR-2004 — valid upto 01-10-2026
Kalpana Sheth AMFI Registered Mutual Fund Distributor Code: ARN-18920 — initial registration 08-APR-2004 — valid upto 01-10-2026
Ritesh Sheth AMFI Registered Mutual Fund Distributor Code: ARN-0209 — initial registration 15-AUG-2002 — valid upto 01-10-2027
Tejas Sheth AMFI Registered Mutual Fund Distributor Code: ARN-10268 — initial registration 02-MAR-2003 — valid upto 01-10-2027
Various insurance & small-savings agency codes listed.
Clients
Transaction
Hours Of Support
Hard Workers
Testimonials
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