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Your Invesment And Insurance Agent at your finger tips let's Connect
Why choose us?
Product Provoding & Product Servicing is a Hobby
Hardworking, Committed, Dependable, Friendly and Knowledgeable Professional.
Our Vision
As an independent financial caretaker is to deliver objective and honest opinion to our clients and serve as their Family Wealth Guardians.
As a financial caretaker, we foster interaction and engagement with all of our 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 a best-in-class as an independent financial caretaker.
Research and Insights: Optimize your portfolio with data
Harness the power of portfolio analytics, improvement, net asset value (NAV), and actionable insights. Our robust research tools provide you with in-depth analysis to optimize your portfolio for superior performance. Identify investment opportunities, track market trends, and stay ahead of the curve. Rest assured that your financial data is secure, allowing you to make informed decisions with peace of mind.
Personalized Financial Solutions Save your time by using our Services
360-Degree Seamlessly Monitor
Experience true wealth management with our cutting-edge app. Gain a 360-degree view of your finances, enabling real-time financial management. Seamlessly monitor your investments, track portfolio performance, and make informed decisions to maximize your wealth. Our intuitive interface puts you in control, empowering you to achieve your financial goals with confidence.
Services
Investment And Insurance Agents Since 1980
Mutual Funds
When you buy a mutual fund, your money is combined with the money from other investors, and allows you to buy part of a pool of investments.
General Insurance
Your Car, Travel, Home, Office, Health & Bike Insurance. Get an Instant quote Now. Customized Quote in 2 min. Issue Policy Online in 2 min. Get Tax Benefits.
Life Insurance
Is important, as it protects your family and lets you leave them a non-taxable amount at the time of death. Issue Policy Online in 5 min. Get Tax Benefits.
Company Fixed Deposits
Company Fixed Deposit (corporate FD) is a term deposit which is held over fixed period at fixed rates of interest. Company Fixed Deposits are offered by Financial and Non-Banking financial companies (NBFCs).
Postal Small Savings
Post Office investments Small savings schemes to consider for safe and guaranteed returns. India Post or Department of Posts, which runs postal services in the country, offers nine types of small saving schemes.
Govt Bonds
A government bond is a debt instrument issued by the Central and State Governments of India. Issuance of such bonds occur when the issuing body (Central or State governments) faces a liquidity crisis and requires funds for the purpose of infrastructure development.
Online Insurance
Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss.
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 of claim within 20 mins with Motor OTS.
- Protect car against accidents,third party liability
- 4000+ Network Garage.
About Us
By means of Introduction, we are pleased to mention that experience of over 44 years in the Investment and insurance agency.
The Tejas Investor Services is dedicated to the highest ethical standards and has been providing comprehensive financial services to clients. We help clients attain their goals of financial security and independence by focusing on building long-term relationships founded on mutual trust and respect,that result in success and growth for the client and The Tejas Investor Services.
The Tejas Investor Services is an agency Founded in 1980. By Mr. Deepak Sheth (Propritor) & Mrs. Kalpana Sheth and there Son's Ritesh Sheth and Tejas Sheth join the family business.
Tejas Investor Services producers are highly motivated individuals who market a wide-range of investment and insurance products specifically for small and Middel class individuals and families in need of financial freedom we provide assistance and products.
We Provide Investment & Insurance Products like Mutual Funds,Life and General Insurance,Small Savings Schemes, Company Fixed Deposit,Bonds.
- You can have talk with us through any media on different relatable topic like Financial Investment Planning, Insurance Planning,Tax Planning, Real Estate, Mutual Fund, Retirement Planning, FDs, Postal Small Savings and many more.
- Why You Should Consider Us "Product provoder & Product Servicing is a hobby" Hardworking, Committed, Dependable, Friendly and Knowledgeable Professional.
- Collectively, Currently manage over 1011 Cr AAUA for more than 18031 individual clients. We specialize in provideing Investment and Insurance for individuals. We have been managing clients Investment and Insurance since 1980. Our clients consist of self-employed individuals, small local businesses, non-profit organizations, foundations, Trusts, school districts with digitally connected throughout the Country.
Family Member working to gather as Team
Hardworking, Committed, Dependable, Friendly and Knowledgeable Professional.
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 Date of initial registration – 08-APR-2004 Current validity of ARN upto – 01-10-2026
Kalpana Sheth AMFI Registered MutualFund Distributor Code: ARN-18920 Date of initial registration – 08-APR-2004 Current validity of ARN upto – 01-10-2026
Ritesh Sheth AMFI Registered Mutual Fund Distributor Code: ARN-0209 Date of initial registration – 15-AUG-2002 Current validity of ARN upto – 01-10-2027
Tejas Sheth AMFI Registered Mutual Fund Distributor Code: ARN-10268 Date of initial registration – 02-MAR-2003 Current validity of ARN upto – 01-10-2027
Ritesh Sheth life Insurnace (LIC) Agent Code : 44189C Agent since 1995
Ritesh Sheth General Insurnace (BAGIC) Agent Code : 10000308 Agent since 2004
Tejas Sheth life Insurnace (ICICIPRULIFE) Agent Code : 00003275 Agent Since 2004
Deepak Sheth Small Savings(SAS Post office) Agency : DSS/13041 agent since 1980
Kalpana Sheth Small Savings(SAS Post office) Agency : DSS/136 Agent since 1980
RITESH Sheth Small Savings(SAS Post office) Agency : DSS/6579 agent Since 1995
Kalpana Sheth Small Savings(mpkby Post office) Agency :DSS/9411 Agent since 1980
Clients
Transaction
Hours Of Support
Hard Workers
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