At Financial Clinik, we bring clarity, care, and expert guidance to your financial life. In a world filled with misinformation, we help you break free from generic advice with personalized strategies tailored to your goals, lifestyle, and risk profile. We believe true prosperity comes from nurturing your financial well-being with insight, empathy, and trust.
Personal financial empowerment can be likened to conducting a comprehensive evaluation of your finances to ensure their optimum health and stability.
Say goodbye to budget concerns and embrace worry-free spending. Watch your savings increase as you embark on a smart and fulfilling financial journey.
Witness the results of productive investments, where time is your best friend. Become a part of the elite group of smart investors with our expert insights, as we decode the secret of compounding wealth.
Whether you are an experienced investor or new to the stock market, we have you covered! Enhance your investments and make your money work more efficiently with our guidance.
In the demanding business environment, strategic decision-making is essential. By utilizing our expertise in risk management, we will confront these challenges together and steer towards triumph.
Take charge of your financial future by being proactive and utilizing our intelligent tax strategies. Explore how we are transforming personal finance, one tax return at a time.
Now, managing your finances is easier with our debt management solution that focuses on the user. Say goodbye to financial worries and embrace financial freedom wholeheartedly!
We recommend crafting and implementing a well-thought-out retirement plan. This plan should consider critical factors such as inflation, healthcare costs, and the evolving needs of our dynamic lifestyles.
Guide your child’s career aspirations with our education planning. Fulfill their needs timely, ensuring dreams become reality through thoughtful mentorship.
B.Com, MDP – IIM, Wealth Management in Insurance Management, AMFI
23+ Years of experience in the financial services industry with groups like LIC, Tata, Star & all major Financial Institutions
MBA, B.Com, MDP – IIM, FLMI, AIII,
Portfolio Management Service – NISM Insurance & Wealth Management.
22+ Years of corporate experience with groups like ICICI, Tata & Bajaj
Trained 25000 + Learners in BFSI
Bhushan Shah, a seasoned CEO with an M.Com background, boasts certifications in Financial Blueprint, Business Risk Management, Wealth & Portfolio Management, and Diversified Portfolio Management. His expertise ensures strategic financial planning and risk mitigation, driving business success. With a robust background of 15 years across industries such as Asset management, Insurance and Information Technology, he also offers more than 7 years of invaluable Leadership experience.
MBA, M,Sc, MDP – IIM,
MDP – XLRI, LUTCF, Loma, ICCC, LIII, Wealth & Portfolio Management
22+ Years of corporate experience with Brands like Tata, Birla & Bajaj
Transformed 30000+ Learners in BFSI
MBA, B.Com, MDP – IIM,
FLMI, AIII, Portfolio Management Service – NISM Insurance & Wealth management
22 + Years of corporate experience with groups like ICICI, Tata & Bajaj
Trained 20000 + Learners in BFSI
B. Com, MDP – IIM, Wealth Management in Insurance Management, AMFI,
21+ Years of experience in the Financial Services Industry with groups like LIC,Tata,Star & all major Financial Institutions
Foundation Years
Building the Roots in Finance
Bhagyesh Shah began his career in Insurance & Financial Advisory, while Harshal Kothari started her inspiring corporate journey.
These years laid the foundation of industry knowledge, discipline, and vision.
Leadership & Growth Phase
From Professionals to Leaders
In 2008, Bhagyesh Shah founded M-Vitamin Solutions, and Harshal Kothari stepped into leadership as a Training Manager.
This phase marked their evolution into mentors and organizational leaders.
Mentorship & Vision Expansion
Shaping Financial Advisors Nationwide
Harshal Kothari took charge as National Project Head, while Bhagyesh Shah partnered with Tata AIA.
Together, they actively mentored and developed financial advisors across the country.
Entrepreneurship & Expansion
Creating India’s Financial Clinik Ecosystem
This phase marked the launch of Financial Clinik and Financial Clinik Academy, creating India’s first-ever Financial Clinik concept. It further evolved with the formation of M-Vitamin Pvt. Ltd. and M-Vitamin Financial Clinik Academy Pvt. Ltd., followed by expansion with a Second branch in Pimpri-Chinchwad.
We take a personalized approach by understanding your unique goals, risk tolerance, and financial situation. We tailor financial plans to align with your objectives, incorporating strategies that best suit your needs.
1. Assessing their financial goals, risk tolerance, and current financial situation.
2. Developing a personalized strategy that aligns with their objectives.
3. Selecting appropriate investment vehicles.
4. Considering tax implications and implementing tax-efficient strategies.
5. Regularly reviewing and adjusting the plan as needed based on changes in the client’s circumstances or market conditions.
1. Personalised Money Management, Education & Empowerment
2. Comprehensive Financial Planning (Indians/NRI)
3. Investment Planning
4. Portfolio Review (Equity, Mutual Fund & Insurance)
5. Business Risk Management
6. Tax Management
7. Loan Management
8. Retirement Planning
9. Child Education Planning
One option is fee-based, and the other is execution-based. If you are planning for your financial future with us, there is no fee for consultation. For our educational programs, each program has either a free or paid structure. To learn more, please contact our representative.
