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About Us

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Welcome to Shiv Lok Wealth Solutions, your trusted partner in navigating the complex world of finance. We specialize in delivering personalized financial services, including Mutual Funds, Insurance solutions, and Corporate Fixed Deposits.

 

Our commitment to integrity and client satisfaction drives us to provide outstanding financial strategies that align with your goals.

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MISSION

Transforming Financial Dreams into Reality

At Shiv Lok Wealth Solutions, our mission is to guide individuals and families toward financial success through a comprehensive suite of financial products and services. We are dedicated to enhancing your financial health with expert advice, innovative solutions, and a strong ethical foundation.

Our objective is to offer robust investment options, comprehensive insurance plans, and tailored financial strategies that help you achieve your dreams—whether it's securing a comfortable retirement, purchasing your dream home, or funding your children's education.

Our Team

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The Shiv Lok Wealth Solutions has been established by the Founder Director Mr. Girish Chandra Joshi, who has passed "NISM-Series-V-A : Mutual Fund Distributors Certification Examination" and having ARN, i.e. AMFI Registration Number (ARN-292753). Mr. Joshi is having 3 Senior Level Qualifications - M.Com., CA(Inter) and MBA(F). He is having 25+ years of rich Senior Level Industry Experience, that too not only in India, but a global experience. Lastly he had been working at Kenya with Kamili Packers Ltd. as General Manager. This was the love & affection in the heart of Mr. Joshi towards his country India, that he came back with a vision in his eyes that he will live in the soil of Bharat (India) only and do something here for the country and for his countrymen - his brothers and sisters

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He wanted to do something, that would really provide a service to the nation. So with this Objective in mind, "Shiv Lok Wealth Solutions" was started, where we work with a "Win-Win" Concept. Here we work for the benefit of our Clients, for the enrichment of our Clients, for the Wealth Creation of our Clients.

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In this mission, his wife Mrs. Harsha Girish Joshi, and his son Ishan Girish Joshi, are with him and contributing towards the fulfillment of this objective, towards the service of the clients, towards the service of the nation.

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Our Testimonials

Girish NISM Certificate_wp
Cert Appr 2024-06
Cert NJ SIP 2026-01
Cert Appr 2024-07
Cert Appr 2024-09 SIP
Cert Appr 2024-08
Cert Appr 2024-05
IMG20260927111624
IMG20260927111559
IMG20260927111731
MSME Shiv Lok Wealth Solutions Cert_1
Integrity Pledge Certificate
IMG20260927111702
NJ Partner Cert
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Services
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