Equity represents ownership in a company, giving investors a share in its success, a claim on its future, and a voice in its journey. When you invest in equity, you're not just buying stocks; you're becoming a part of a company’s story, with the potential for long-term growth and value creation. At Yogesh Shah Securities Pvt. Ltd. (YSSPL), equity is at the heart of what we do. As trusted partners to leading private and public sector companies, we bring decades of experience and insight to help you navigate the equity markets with confidence. We connect you to every major initial and follow-on public offering, giving you front-row access to some of the most promising opportunities in the Indian capital markets.
Our equity investment solutions are built to help you navigate dynamic markets with clarity and confidence. Backed by in-depth research and market insight, we support informed decision-making across portfolio construction and execution. Whether you’re building a portfolio or refining an existing one, our team works closely with you to support your long-term investment objectives.
1. Customized Portfolio Strategy
• Portfolio design tailored to your unique risk profile and financial goals
• Balanced exposure across sectors to ensure optimal diversification
• Smart cash allocation strategies to maintain liquidity and flexibility
2. Research-Driven Investment Insights
• Fundamentals-based research calls aimed at long-term value creation
• Technical analysis-based trading calls focused on NIFTY, SENSEX, and key stocks
• Regular portfolio reviews with actionable insights to refine your strategy
3. Active Market Participation
• Timely entry and exit recommendations to capture market opportunities
• Active trading ideas aligned with your strategy
4. Ongoing Portfolio Management
• Continuous monitoring and management of your existing equity portfolio
• A dedicated investment advisor providing personalized, one-on-one support
• Online access to your portfolio anytime, anywhere for real-time updates
At YSSPL, our Portfolio Design & Review service ensures that your investments are not only aligned with your financial goals but that they continue to stay relevant as your life evolves.
Our approach integrates:
Our reviews aren’t reactive — they’re intentional. You’ll receive clear, jargon-free insights designed to ensure your portfolio continues to serve its purpose effectively.
We’re not tied to any single fund house or product provider. Every recommendation we make is based solely on what fits best for you, and reviewed with the same rigour we would apply to our own portfolios.
Office Address
2nd Floor, 114/A, Behere Arcade, Prabhat Road, Above Cafe Peter Donuts, Pune - 411004
Phone
020-25459245/248
Email Id
mf@yogeshdpl.com
| ARN NO. | NAME | Date of Initial Registration | Valid Up to |
|---|---|---|---|
| 3689 | Yogesh J. Shah | 05-08-2009 | 07-07-2027 |
| 76506 | YSSPL | 16-09-2009 | 15-09-2026 |
Client Confidentiality & Data Security: Data Protection: Implementing robust physical, electronic, and managerial procedures to safeguard personal and financial data against unauthorized access or disclosure. Limited Data Sharing: We do not sell, distribute, or lease client personal information to third parties unless required by law or with explicit client consent. Secure Communication: Ensuring that all communications, including those with mutual fund companies and other service providers, are encrypted and secure.
Regulatory Registrations & Certifications: Yogesh Shah Financial Services Pvt. Ltd. (YSSPL) operates as a fully compliant and registered financial intermediary in India. Our regulatory affiliations and certifications include: SEBI Registration: YSSPL is registered with the Securities and Exchange Board of India (SEBI) as a Mutual Fund Distributor, adhering to all guidelines and regulations set forth by the authority. KYC Compliance: We conduct Know-Your-Customer (KYC) procedures as mandated by SEBI and other regulatory bodies, ensuring that all client information is accurately documented and verified. ISO Certification: YSSPL has obtained ISO certification through Intercontinental SystemCert Pvt. Ltd. (ISPL), confirming our adherence to international standards in quality management and operational excellence.
Risk Factors: Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans. Mutual Fund investments are subject to market risks. Read all the scheme-related documents carefully before investing.
Fee Disclosure: Yogesh Shah Securities Pvt. Ltd. does not levy any fees on clients.
Mutual Fund investments are subject to market risks. Read all the scheme-related documents carefully before investing.
The investors can send their complaints / queries through email: mf@yogeshdpl.com or call on phone at: 020-25459245/248 to Grievance Officer: Mr. Shridhar Atre.
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