20
Years of Experience In Finance
Our Profile
Subhagi Investment
Registered with AMFI
MFD’s Name : Subhagi Investment
AMFI Registration No. ARN 16370
Valid upto 01/07/2027
We Subhagi Investment are catering our all Investment services since last 20 years in Bhavnagar Gujarat.
Our owner, Geeta Sunil Parekh obtained LIC Agency in the year 1986 in Bhavnagar, Gujarat. Thereafter, agencies of PPF, UTI, Post Savings & Recurring, GIC, Stock Holding were chronologically obtained and attained development by catering services to Investors, Friends, Relatives, Well-wishers etc.
We have constituted a Partnership Firm under the style of ‘Subhagi Investment’ in 2003 from proprietorship business running under the name of ‘Subhagi’. The Partners passed examination of Association of Mutual Funds of India [AMFI] and ARN was obtained. With a pious intent for making available full service of different Mutual Funds to Investors on their Computer Desk, ‘Subhagi’ became Net Partner in Surat based NJ India Invest Pvt. Ltd., and with passage of time started providing Mobile Application Service to Investor.
As the Partners and co-employees of ‘Subhagi’ having passed examination of Association of Mutual Funds of India [AMFI], after discreet studies of Mutual Funds Schemes, we have been providing excellent and second to none services for Investment Guidance as per individual requirements viz. Expense for studies, expense for marriage, expens regarding Medical Treatment, planning for purchasing home, planning for abroad tour, planning for carrying out socially useful work by constituting Private Trust, planning by Will, increase in capital by regular income by retirement planning and attend regular investment – withdrawal by SIP, STP and SWP from time to time and rebalancing of equity and debt in portfolios by switch or redemption in volatile market etc
‘Subhagi’ also provides excellent after-sales services viz. name change, nomination change, death claim, bonds in that regard, Affidavits, Minor to Major, Bank details change, address change, PAN-Aadhaar link, KYC, CKYC, FATCA, Demat account opening, scan record etc. in good manner. Thus ‘Subhagi’ caters services to 546 Groups – more than 3500 Investors and Policy Holders in Bhavnagar, all over India and Abroad.
