We give practical expert solutions for all your financial needs.
Our Financial experts analyze a wide range of personal, financial, and behavioral factors to create tailored recommendations that align with a client’s long-term goals.
Vision
To be a trusted financial partner & understand your goals, guide your decisions, and help you build steady, sustainable growth with complete transparency at every step.
Mission
To put you at the center of every decision, offering research-backed solutions, access to Indian and global markets, and transparent guidance for confident, secure financial growth.
Our Team
Umesh Shukla
With over 40 years in investment advisory, Umesh Shukla is the founder of Investment Mall. Since starting his journey with UTI in 1983, he has built a trusted advisory practice serving 7,000+ households across South Gujarat. Known for pioneering goal-based financial planning in the region, he leads a team of CFP-certified professionals. Umesh is also actively involved in investor education and industry initiatives. His contributions have earned him several national recognitions and awards.
Gokul Parekh
Gokul Parekh brings over 15 years of experience in personal finance and wealth management. At Investment Mall, he leads a team of financial planners while overseeing the firm’s operational functions. A Certified Financial Planner, Gokul has strong expertise in comprehensive financial planning and taxation. He also brings deep knowledge of mutual funds, insurance, and portfolio management services. His achievements include being part of the prestigious HDFC Standard Life Million Dollar Round Table (MDRT) team.
Rajiv Singh
Rajiv Singh serves as Chief Operating Officer at I-CAN Financial, where he oversees the firm’s overall operations and client servicing framework. He works closely with Asset Management Companies to ensure seamless processes and deliver efficient, customer-focused financial solutions. Rajiv also supports business development initiatives while aligning operations with the firm’s long-term vision. Prior to this, he worked with Schlumberger Oilfield Services, leading cross-functional engineering projects in India and abroad. He holds a B.Tech in Mechanical Engineering from VJTI, Mumbai, and a PGDM from IIM Indore.
Sanjay Sinha
Sanjay Sinha is a seasoned investment professional with extensive leadership experience in the mutual fund industry. He has served as CEO of L&T Mutual Fund and earlier as CIO at SBI Mutual Fund, contributing to significant AUM growth and industry recognition. Beginning his career with UTI AMC, he has managed a wide range of equity products including ETFs, index funds, and sector funds. With expertise across investments, sales, marketing, and operations, he brings a holistic understanding of fund management. Sanjay is an Economics graduate from the University of Delhi and a postgraduate from IIM Calcutta.
Pillars Of Our Strategy
Financial Planning
We are right here to assist you with all the financial decisions that you you might take from now on.
Mentorship Grid
A mentor that helps you understand your needs and goals and suggests you to take financial decisions accordingly.
Client Centricity
We are committed to YOU and JUST YOU, in the journey of financial planning. And we promise to never leave your side.
Tech Enabled
In order to make the process easier we have our tech all in good health to ensure that your finances stay healthy too.