Our Services
Wherever You Hear Investment, We're At Your Service
From safeguarding your family's future with comprehensive insurance to building lasting wealth through strategic investments – experience personalized financial solutions designed around your unique goals and dreams.
What We Offer
Three pillars of financial excellence – each service meticulously crafted to protect, grow, and optimize your wealth with unwavering dedication and expertise
Insurance Services
Comprehensive protection for you and your loved ones with industry-leading claim settlement success.
Coverage Includes:
- Life Insurance: Term, Whole Life, Endowment, ULIP
- General Insurance: Health, Motor, Travel, Home
- Commercial: Workman Compensation & Business Insurance
Fund Management
Expert wealth creation through diversified investment strategies. Making money from money!
Investment Options:
- Mutual Funds: Equity, Debt, Hybrid funds
- SIP Strategies: Systematic wealth building
- Bonds & FDs: Corporate, Government securities
- Post Office Schemes: NSC, KVP & more
Portfolio Services
Comprehensive wealth monitoring and management beyond just selling products.
What You Get:
- Portfolio Tracking: Real-time performance monitoring
- Regular Reviews: Quarterly portfolio assessments
- Rebalancing: Strategic asset allocation adjustments
- Transparent Reporting: Clear, detailed statements
Why Our Services Stand Out
Two decades of proven excellence, battle-tested strategies, and an unwavering commitment to putting your success above everything else
Exceptional Claim Settlement
9 out of 10 claims successfully settled. From complex cases like knee replacement to car accidents, Mrs. Pinal Shah's expertise ensures your claims are handled with dedication and follow-up.
- Expert claim negotiation
- Timely follow-ups
- Documentation assistance
- 90% success rate
Master of Compounding
Dr. Nihar Shah proves that wealth creation is accessible to everyone. A medico by profession who built substantial wealth through disciplined investing – if he can do it, so can you!
- Goal-based planning
- Diversification strategies
- Long-term wealth focus
- Proven track record
"U" Before "Us"
Our name emphasizes YOU – the client comes first, always. This isn't just a tagline; it's our founding philosophy inherited from Late Shri Ilesh Shah and practiced daily.
- Unbiased advice
- Transparent processes
- Client education focus
- Long-term relationships
True Diversification
We don't believe in one-size-fits-all. From mutual funds to bonds, FDs to post office schemes – we create a balanced portfolio tailored to your risk profile and goals.
- Risk management
- Multiple asset classes
- Customized solutions
- Regular rebalancing
The Krupa Investment Advantage
Experience the difference that genuine care, deep expertise, and personalized attention make – where your financial aspirations become our shared mission
Comprehensive Solutions
One-stop shop for all your financial needs – insurance, investments, and portfolio management under one roof.
Personalized Attention
Direct access to Mrs. Pinal Shah and Dr. Nihar Shah. No call centers, no intermediaries – just dedicated personal service.
Proven Track Record
22+ years of excellence with 1000+ satisfied families and ₹30+ Crore portfolios successfully managed.
Claim Settlement Experts
90% success rate in settling even the most complex claims. We fight for what's rightfully yours.
Long-term Partnership
We're not just selling products; we're building lifelong relationships. Your success is our success.
Financial Education
We educate, not just sell. Understanding your investments is key to making confident financial decisions.
Guided by D.I.S.C.I.P.L.I.N.E.
Every service we offer is built on our core investment philosophy: Dedication, Integrity, Strategy, Consistency, Insight, Patience, Learning, Innovation, Nurturing Growth, and Excellence.
Learn More About Our PhilosophyReady to Secure Your Financial Future?
Connect with our experts today and discover personalized financial strategies designed to turn your aspirations into reality
Mrs. Pinal Ilesh Shah
Insurance Services Expert
Life, General & Commercial Insurance
Dr. Nihar Ilesh Shah
Fund Management Expert
Mutual Funds, SIP & Portfolio Services
Visit Our Office
14 Star World, Baghban Circle, Green City Road, Surat - 395007