About Core Investment

Core Investment

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 and IRDAI-registered brokers, we bring a wealth of experience and a commitment to ethical practices, ensuring that your investments are in safe hands.

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.

Ishani Shah

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Priyanka Shah

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SOME WORDS ABOUT US

Join us today, and let’s create a roadmap to your financial success together.

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.

We work through every aspect at the planning

We do it for you with love

15+ Years of Experience

100+ Family's insured

60+ Financial Plans Made

300+ CFP Students Trained

TESTIMONIALS

Recent reviews
from our customers

Ishani has been very professional and knowledgeable and given me a better underunderstanding of how to handle my circumstances, I cannot thank her enough for all the financial advices given to me regarding my investments and security on a long run . Thank you for being an incredible advisor and helping me put things into perspective and preparing for great things in future

I have been interacting with Ishani for the past 3.5 years and all I can say is as a Certified Financial Planner there were no second thoughts when it came to getting on board with her. She takes time to explain details, recommends the right plans and investment. Ishani has always been available in time of need and advice. My complete portfolio is managed by Ishani and I have only put her forward to many of my connections based on how well planned and because of the amount of knowledge she has to share.I have been really happy with advice on financial planning, investment strategies, and wealth management.

Thanks to Priyanka my investments have consistently grown and I feel secure in my Financial Planning. Priyanka knowledge and personalized service are unmatched

I’have been a client to Priyanka for 8 years. I feel confident about my insurance choices. She found the best policies for my family and always go the extra mile to ensure we are covered.