Projected SIP returns for various time durations. [ @rate ]
Duration SIP Amount (₹) Future Value (₹)

Financial Planning & Management


Mutual funds combine funds from multiple investors to invest in stocks, bonds, money market instruments, and various securities for diversified investment opportunities.


Insurance plays a vital role in financial planning. Discover the perfect plan tailored for you and your family, ensuring a secure and stable life ahead.


Make sure your travel, health, and accident insurance plans are all customized to your exact requirements.


Secure your future with comprehensive goal planning services. From estate planning to NRI investments, emergency funds, monthly pensions, medical and life protection, and child education, retirement planning etc. we’ve got you covered

About us

With a focus on securing your future, masterSchetan, a financial consultantation firm with rich experience of 30 years, offers comprehensive financial planning services. From his beginnings as a life insurance agent, Chetan Shah expanded his expertise to encompass all aspects of wealth management. Today, under one roof, masterSchetan provides a range of services to help clients achieve their life goals. Emphasizing the power of today, We guides individuals towards secure and comfortable futures through strategic investing and wealth building. By taking the right steps now, masterSchetan ensures a stable and prosperous tomorrow for their clients and their families.

Our Service

Mutual Funds

Diversify your investments and grow your wealth with mutual funds. Pooling funds from multiple investors, these funds offer opportunities in stocks, bonds, and other securities. Secure your financial future with professionally managed portfolios customized to your investment goals.

Bonds /FD/ NCD

Diversify your investment portfolio with bonds, fixed deposits (FD), and non-convertible debentures (NCD). Enjoy steady returns and capital preservation with these low-risk investment options. Safeguard your financial future while earning reliable income through trusted and stable investment vehicles.


Optimize your investment strategy with Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Access expert portfolio management and explore diverse investment opportunities tailored to your financial goals. Maximize returns and mitigate risks with personalized investment solutions designed for your success.

Goal Planning

Achieve your dreams with our holistic goal-planning services. Whether it’s estate planning, NRI investments, emergency funds, pensions, medical/life protection, or child education, we provide customized solutions to secure your future. Let us guide you towards financial stability and peace of mind.

Direct Equity

Maximize your investment potential with direct equity. Take control of your portfolio by investing directly in stocks. Seize opportunities in the market and tailor your investments to match your financial objectives for long-term growth and wealth accumulation.

Cancer Cover Plan

Safeguard yourself against the financial burden of cancer treatment with a specialized cancer cover plan. Ensure comprehensive coverage for medical expenses and additional support during challenging times. Protect your finances and focus on your recovery with peace of mind.

Life Insurance

Life insurance is essential for financial planning, providing security for you and your loved ones. Find a customized plan to safeguard your family’s future, ensuring stability and peace of mind.

Health Insurance

Secure your finances and your family’s well-being with comprehensive health insurance coverage tailored to your needs. Protect yourself against unexpected medical expenses and ensure peace of mind knowing you have the right level of protection.

Travel Insurance

Ensure worry-free travel experiences with reliable travel insurance tailored to your needs. Safeguard yourself against unexpected mishaps, from trip cancellations to medical emergencies abroad. Enjoy peace of mind knowing you’re protected wherever your adventures take you.

Vehicle Insurance

Secure your vehicle and your peace of mind with comprehensive vehicle insurance. Protect against accidents, theft, and damages, ensuring financial coverage for repairs and replacements. Drive confidently knowing you have the right insurance plan for your needs.

Accident Insurance

Shield yourself from the unexpected with accident insurance. Gain financial protection against unforeseen injuries and their associated costs. With customized coverage, ensure peace of mind for you and your loved ones, knowing you’re prepared for any accident-related expenses.

What We Offer

Just as you wouldn’t take medication without a prescription, purchasing financial products without consulting a financial advisor can be risky. We offer professional guidance to select investment products that align with your goals, ensuring you’re well-positioned for financial independence. With our expertise, you can navigate the complexities of the market confidently, making informed decisions that pave the way for long-term prosperity. Trust us to provide personalized recommendations customized to your unique financial situation, so you can embark on your journey towards financial security with clarity and peace of mind.

  • PLAN

Receive individualized guidance on taxes, insurance, loans, goals, investments, insurance, and estate planning.


Put your personalized advise into practice by purchasing all suggested financial items from a single site.


Keep track of your progress and make sure your investments are in line with your objectives by reviewing and rebalancing them.