About Us
Lifeline Investment is a Corporate Professionally Managed & Spearheaded by Mr. Mayank Shah who is a AMFI Registered Mutual Fund Distributor by profession and is also involved in distribution of other products.
He is a founder member of Association of Financial Life Planners in India.
Managing portfolio of more than Rs. 300 Crore plus investments of 2000 clients
Our strength is team of 15 people who is well trained & having experienced of more than 10 years with him i.e. Life Line Investment.
There are more than Fifteen thousand Financial products available in the market. We as a Financial planner help our Client to choose best Investment option considering their Short Term , Medium Term & Long term Financial Goals .
With a Product basket of Mutual fund, PMS, AIF, Fixed Deposits, Bonds, Tax free Bonds, P2P Lending, Life & Health insurance etc.
AUM
- Mutual Fund : 707 Cr
- PMS : 6 Cr
- AIF : 20 Cr
Team / Advisor Information
Partners
- Mayank Jitendra Shah,
- Jigisha Mayank Shah
Sales Executive
- Naresh Mohan Singh,
- Vinayak Milind Khambe,
- Devansh Shailesh Shah,
- Siddhi Ratnesh Patil,
- Bhagyashree Kamlakar Shinde,
- Rahil Mustafa Parmar,
- Vivek Shankar Upadhye
Admin Executive
- Supriya Rajesh Ghadshi
Back-Office Executive
- Deepali Sandeep Kashitkar,
- Priyanka Anil Nakti,
- Saraswati Krishna Dalvi,
- Vinod Laxman Ghanekar,
- Vaidehi Vaibhav Thik,
Field Executive
- Rajesh Vishram Patil,
- Milind Dattaram Soundalkar,
- Arjun Balu Harijan