About Shape

Best Wealth Management and Advisory firm


  • we are client – focused wealth management firm with experience of 20 years. As client satisfaction and trustworthy our motto we provide high-level professional services such as financial and investment advice, accounting and tax services, Child Education and Retirement Planning.

  • We offer many solutions through an open-architecture platform and oversee investments in a comprehensive manner.

  • In common parlance we don’t sell plans but we advise as per client need and their goals that they need to achieve. While choosing the services, priority has been given to Indian consumer mindset, needs, expectation, necessity, customs, lifestyle, relations, sentiments and of course their dreams.

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We have well-defined "Privacy Policy" to keep clients’ information confidential & internal audits done on the same at regular intervals.

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Receive various statistics which are analyzed on an ongoing basis to improve the service standards.

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We have a strong IT infrastructure that provides Insurance advisory services to individuals and institutional clients.

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We are a neutral advisor as we are not affiliated to any product partner, thus giving you a honest and unbiased advice at all times.

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Our Strategic Asset Allocation framework takes into account your unique environments and financial personality for recommending an asset allocation specific to your needs.



Financial Planning

Our main goal is to create a risk free financial status to the client who trust upon us.

Each individual has a unique set of circumstances & Financial Situation. By understanding persons short & long term goals we suggest right investment services & solution to cater most diverse financial needs.

We will gathers relevant financial information sets life goals along with examining your current financial status and come up to draw a investment strategy or plan to meet future goals.

Bright vision is expertise in financial planning who draw out best plan to take care of your needs including budgeting and saving, taxes, investments, insurance and retirement planning.


Mode of our services:

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We identify, prioritize & quantify your financial goals to meet your future aspirations.

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We plan for financial Emergencies so that our customers stay financial prepared to face problems like loss of job, accidents, burglary etc.

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We imply superior strategies for better investments so that you can have more savings.

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With modern Finance & Technology, we review results of Financial Planning in every six months.

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We have one platform & custom portfolio to build & manage all your Financial decisions.


About Shape Shape Shape
  • Fast setup

    Your registration process will take less than two minutes, we just need your PAN card details & date of birth. Start investing right after creation of account. Folios will be mapped from your account.

  • Paperless Transactions

    Stay tuned from your mobile to all transactions. It is that easy! Whether you invest in new or open folio, there is no need of forms or signatures on paper. Buy couple of SIPs in one go like you shop in ecommerce.

  • Tracking & monitoring of Investments

    You can see how your investments are performing, get view on annualized returns and can access portfolios hidden details like received dividends, redemptions etc.

  • Proactive alerts

    Get notifications of upcoming expiring transactions to make systematic investment without a miss.

  • All historic transactions at one place

    Get consolidated view of financial & non financial transaction at one place across schemes & folios.