Agents Since 1980
Upload your CAS securely and get portfolio insights in seconds.
3200+ investors are building wealth with us
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
A short reflection to understand your risk appetite and ideal allocation.
Retirement, your child's future or a new home. See what it really takes.
Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.
Hand-built portfolios for every life stage, risk profile and ambition.
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Sit down with a Tejas Investor Services partner to map your goals, risk and next steps. No obligation.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
We listen first, then plan with you for the long term.
Behind every basket, every calculator and every transaction is a real human you can call by name. We combine intelligent technology with experienced wealth partners who know your story.
Individual experiences. Outcomes vary based on personal circumstances, time horizon and market conditions.
My husband and I have been associated with Mr. Ritesh Seth and Tejas Consultancy for over 10 years. His extensive experience, detailed analysis, cautious approach, and pragmatic advice have helped our investments grow considerably. We truly value his guidance and always look forward to his suggestions.
I have known Ritesh for over a decade and truly appreciate his client-first approach. His unbiased advice, backed by years of industry experience and thorough research, reflects his commitment to delivering the best. He continuously adapts, embraces technology, and enhances his skills to provide a seamless experience for his clients.
I have known Ritesh and Tejas for over 17 years and have always valued their deep industry knowledge and client-focused approach. Their ability to understand market trends and provide timely advice has helped them manage my financial portfolio efficiently. Their accessibility, positive attitude, and commitment to clients truly set them apart.
Tejas Consultancy has been managing my portfolio since 2006, delivering not only positive financial outcomes but also valuable investment knowledge. Ritesh’s guidance, accessibility, client-focused approach, and early adoption of technology have made my experience seamless. I highly recommend Ritesh and Tejas Consultancy.
Experience of over 46 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.
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.
Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.
What do you really want from your money? Take our investor personality assessment. No email required to get started.