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Navigating Your Path to Financial Success
Welcome to CORE INVEST, where your financial dreams take flight. With over 15 years of dedicated service in the investment and insurance sectors, we have established ourselves as a trusted partner for individuals and families seeking to secure their financial future. As AMFI-registered,  IRDAI-registered brokers and a Registered Certified Financial Planner, we bring a wealth of experience and a commitment to ethical practices, ensuring that your investmrents are in safe hands.
+120

FINANCIAL PLANS MADE

+600

CPF Students Trained

+280

Family's AUM

+200

FAMILY INSURED

Maximize your returns with smart, secure investment solutions

Our Founders
Our founders, Ishani Shah is a Certified Financial Planner (CFP)& also a finance faculty at various institutes and Priyanka Shah (MBA in finance) with extensive industry knowledge, has been at the forefront of helping clients navigate the complex world of finance. Over the years, we’ve had the privilege of assisting more than 170 clients in achieving their investment goals and financial aspirations. Our personalized approach means that each client receives tailored advice, ensuring that their unique financial needs are met.
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Our Services
RIGHT INVESTMENT PLAN WILL HELP YOU ACHIEVE YOUR GOAL STRESS FREE guarantee with our tailor made plans.
1

Retirement Planning

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Children Future Investment

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Insurance Planning & Investment

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Tax Planning & Invesment

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Our Products
Safegaurd your wealth with the right diversification with us.
1.

Mutual Funds

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Insurance

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Company Fixed Deposits

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Bonds

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National Pension Income

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We Love What We Do!
At CORE INVEST, we believe in building long-term relationships based on trust, transparency, and results. Our expertise spans across a wide range of financial products, from mutual funds and insurance to comprehensive financial planning. We’re here to guide you through every step of your financial journey, making sure that your wealth grows and your future remains secure.
TESTIMONIALS
Recent reviews from our customers
Reach Us
Whether you’re looking for investment advice, have questions about our services, or need personalized financial planning, our team of experts is ready to assist you. Feel free to reach out with any queries or information you need. We’re committed to helping you make informed decisions and achieve your financial goals. Contact us today, and let’s secure your financial future together!
ADDRESS

NB3, Building No4, Sona Udyog Indl Estate, Parsi Panchayat Road, Andheri East, Mumbai 40069

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