A Decade of Disciplined Wealth Building
Since 2014, we've helped over 500 families navigate the complexities of wealth creation with patience, expertise, and unwavering integrity.
Process Over Predictions
In a world obsessed with forecasts and market timing, we take a different path. We believe that sustainable wealth isn't built on predictions—it's built on process.
Our approach is rooted in fundamental analysis, diversification, and the disciplined execution of long-term strategies. We don't chase trends or promise overnight riches. Instead, we partner with our clients through market cycles, helping them stay the course when emotions run high.
"The stock market is a device for transferring money from the impatient to the patient." — Warren Buffett
This philosophy has served our clients well through bull markets and corrections alike. It's not glamorous, but it works.
10+
Years of Excellence
What Guides Us
Discipline
We believe in systematic processes, not market timing or speculation.
Transparency
Clear communication about risks, returns, and our decision-making process.
Client-First
Your financial well-being is our sole measure of success.
Milestones of Trust
Foundation year as a Sub-broker. The company was called SR Shah
Pune Stock Exchange (PSE) membership
The First F&O license in Pune
Brand name changed to Simfin
Simfin App launched
Join Our Family of Investors
Experience the SIMFIN difference. Let's discuss how we can help you achieve your financial goals.