Investment Advisory
Where Smart Money Meets Expert Guidance
Grow Your Wealth with Confidence
At CA Shubham Sudhir Gupta & Co., we don’t just help you invest — we help you invest right. Backed by Chartered Accountant expertise, data-driven strategies, and a deep understanding of tax efficiency, we transform your financial goals into long-term wealth.
Build. Protect. Grow. Your wealth deserves nothing less than professional stewardship.
👉 Start Your Investment Journey Today
👉 Book a One-on-One Consultation
💰 Mutual Funds
Mutual funds are a smart and disciplined way to grow your wealth. They allow you to invest in professionally managed portfolios aligned with your financial goals, risk appetite, and time horizon—while ensuring diversification and transparency.
Understanding Your Financial Vision
We assess your goals, risk profile, and time horizon to build a well-structured mutual fund portfolio.
Strategic Fund Allocation
Carefully selected mutual funds are allocated to optimize returns while managing risk.
Continuous Performance Oversight
Your investments are regularly monitored to ensure consistency and long-term growth.
🔄 SIP (Systematic Investment Plans)
Small steps today. Powerful wealth tomorrow. SIPs build long-term wealth through disciplined investing and compounding.
Initial Assessment
We understand your income, goals, and risk profile to determine the right SIP amount and duration.
SIP Planning
A suitable mix of mutual funds is selected to align with your financial objectives and long-term plans.
Monitoring & Review
Your SIPs are periodically reviewed to ensure consistent performance and alignment with your goals.
📊 Long-Term & Short-Term Investments
A balanced investment strategy combines long- and short-term instruments to ensure growth, liquidity, and financial security.
Shares & Equity
Suitable for long-term wealth creation, equity investments offer higher growth potential and help beat inflation.
Fixed Deposits
A safe and stable option ideal for short-term needs, providing assured returns and capital protection.
Immovable Properties
Real estate investments help build long-term wealth through capital appreciation and steady income.
Gold & Silver
Precious metals act as a hedge against inflation and market volatility, adding stability to your portfolio.
Other Investment Options
We also advise on government-approved and alternative investment options suited to your financial objectives.
Success Begins with the Right Advice
Expert Financial Advisory & Business Consultancy
Tax Planning
Our expert tax planning services help you make informed decisions, reduce your tax burden, and secure your financial future.
GST Advisory
We provide clear and compliant GST advisory services to help you navigate regulations, optimize tax efficiency, and avoid penalties
Project financing
Project financing support that combines financial planning with loan structuring based on project cash flow and asset value.