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Valesha Investments
AMFI Registered
Trust
Invest
Growth
Who We Are

Building Wealth,
One Investment at a Time

At Valesha Investments, we believe every rupee you invest should work harder for you. Based in Shrirampur, Maharashtra, we are a trusted financial advisory firm dedicated to helping individuals and families achieve their financial goals through smart, disciplined investing.

From first-time investors to seasoned NRIs, we offer personalized financial solutions backed by deep expertise, transparent guidance, and a long-term vision. Our approach is simple: understand your goals, craft the right strategy, and walk with you every step of the way.

KRISH HEIGHTS, Shrirampur Maharashtra 413709
vinvestsrm@gmail.com Write to us anytime
+91 93265 05888 WhatsApp us directly
Get Free Consultation
What We Offer

Our Financial Services

Comprehensive investment solutions tailored to your life goals

Mutual Funds

Invest in expertly curated mutual fund portfolios — equity, debt, hybrid & ELSS — designed to match your risk appetite and time horizon.

  • SIP & Lump Sum options
  • Goal-based fund selection
  • Regular portfolio reviews
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Most Popular

SIP Planning

Start a Systematic Investment Plan as low as ₹500/month. Build long-term wealth with the power of compounding and rupee-cost averaging.

  • ₹500/month to start
  • Automated investing
  • Wealth calculators
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Life Insurance

Secure your family's future with term plans and life insurance policies that offer both protection and long-term savings.

  • Term & ULIP plans
  • Tax-saving benefits
  • Claim assistance
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Health Insurance

Protect yourself and your loved ones against rising medical costs with comprehensive health insurance plans for individuals and families.

  • Individual & family floater
  • Cashless hospitalization
  • Critical illness cover
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NRI Services

Specialized investment advisory for Non-Resident Indians. Invest in India seamlessly through NRE/NRO accounts with full compliance.

  • NRE & NRO accounts
  • Repatriation guidance
  • Tax compliance support
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Tax Planning

Maximize your savings with strategic tax planning through ELSS, PPF, NPS and other Section 80C instruments to reduce your tax liability.

  • Section 80C planning
  • ELSS investments
  • Tax-efficient portfolios
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Fixed Deposits

Invest in high-yield corporate fixed deposits and government bonds for stable, predictable returns with capital safety.

  • Corporate FDs
  • Government bonds
  • Senior citizen specials
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Portfolio Management

Holistic wealth management for high-net-worth clients with customized asset allocation, regular reviews and performance tracking.

  • Personalized strategy
  • Quarterly reviews
  • Dedicated advisor
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Loans & Mortgage

Access home loans, personal loans and business loans at competitive rates with quick processing and minimal documentation.

  • Home & personal loans
  • Low interest rates
  • Fast approval
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Why Valesha

Why Thousands Trust
Valesha Investments

We don't just manage money — we build relationships. Every client is treated as family, and every portfolio is crafted with care, expertise, and accountability.

Personalised Advice

No two clients are the same. We tailor strategies to your unique financial situation and life goals.

AMFI Registered & Compliant

We operate under full regulatory compliance, giving you peace of mind with every transaction.

Always Available

Reach us on WhatsApp, email, or phone. We're here when you need us — not just during office hours.

Proven Track Record

Over a decade of helping families grow wealth through disciplined, long-term investment strategies.

01

Free Consultation

We understand your financial goals & current situation

02

Custom Strategy

We craft a personalized investment plan just for you

03

Execute & Invest

Seamless account setup & portfolio implementation

04

Monitor & Grow

Regular reviews and rebalancing to keep you on track

Client Stories

What Our Clients Say

Real stories from real investors who trusted Valesha Investments

"Valesha Investments changed the way I think about money. I started my SIP 3 years ago and the returns have been phenomenal. The team is always just a WhatsApp away!"

RK
Rahul Kulkarni IT Professional, Pune

"As an NRI, managing investments back home was always complicated. Valesha made it so simple — from NRE account setup to mutual fund investments, everything was handled smoothly."

PS
Priya Shah NRI Client, Dubai

"I was skeptical about investing initially. The team at Valesha patiently explained every product, risk, and return. Today I have a diversified portfolio and peace of mind."

AM
Anita More Teacher, Shrirampur

"Best decision I made was taking tax planning advice from Valesha. They saved me over ₹1.5 lakhs in taxes last year while building my wealth at the same time!"

SJ
Sandeep Jadhav Business Owner, Ahmednagar
Got Questions?

Frequently Asked Questions

Everything you need to know before you start your investment journey

You can start a SIP (Systematic Investment Plan) with as little as ₹500 per month. For lump-sum investments, most mutual funds require a minimum of ₹1,000. We'll help you find the best option based on your budget and goals.

Mutual funds are regulated by SEBI and AMFI, making them a secure and transparent investment option. While market-linked funds carry some risk, diversified portfolios managed over a long term have historically delivered strong returns. We help you choose funds that match your risk tolerance.

Yes! NRIs can invest in Indian mutual funds through NRE or NRO bank accounts. We specialize in NRI investment services and handle all the compliance, documentation, and account setup for you, making it completely hassle-free.

Under Section 80C of the Income Tax Act, you can save up to ₹1.5 lakhs per year by investing in ELSS mutual funds, PPF, NPS, and life insurance premiums. We help you create a tax-efficient portfolio that reduces your tax liability while building wealth.

We provide you with a consolidated portfolio statement and help you set up access to your investment accounts online. You can track your mutual fund performance, NAV, and portfolio value anytime. We also conduct quarterly reviews to keep your portfolio on track.

For KYC (Know Your Customer), you need your PAN card, Aadhaar card, a cancelled cheque, and passport-size photograph. For NRIs, a passport and NRE/NRO bank account details are also required. We guide you through the entire paperless process.

Our initial consultation is completely free. As an AMFI-registered mutual fund distributor, we earn a commission from fund houses — there's no direct advisory fee charged to you. Our goal is to build a long-term relationship based on your financial success.

For most liquid mutual funds, redemption is processed within 1 working day. For equity and debt funds, it typically takes 2-3 working days for the amount to credit to your bank account. ELSS (tax-saving) funds have a 3-year lock-in period.

Get In Touch

Start Your Investment Journey Today

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Reach Us Directly

Office Address

KRISH HEIGHTS, Shrirampur,
Maharashtra 413709

WhatsApp

+91 93265 05888

Business Hours

Mon–Sat: 9:00 AM – 7:00 PM

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