At Yogesh Shah Securities Pvt. Ltd., we believe that wealth is not merely accumulated. It is guided, nurtured, and built on enduring trust. For over five decades, this principle has shaped our approach to financial advising, defining how we engage with clients, how we build strategies, and how we measure success.
YSSPL was founded by Mr. Yogesh Shah, a visionary in India’s financial services space and a pioneering force behind the formation of the Pune Stock Exchange. His commitment to integrity, transparency, and client-first values laid the groundwork for everything we do. His legacy is not just one of leadership, but of stewardship. It continues to guide our advisory philosophy today.
Built on that foundation, YSSPL has grown into a trusted, independent wealth advisory firm. Today, we manage over ₹8,500 crores in assets across generations of clients, supported by strategic partnerships with Prabhudas Lilladher and 25 top-tier asset management companies & counting. Our advisory model is built on independent thinking, tailored financial strategies, and a disciplined, long-term perspective.
As investing continues to evolve, so do we. YSSPL embraces digital platforms as a new way to invest, combining decades of advisory expertise with the convenience and transparency of technology. Through secure, easy-to-use digital avenues, clients can now access curated investment opportunities, track performance, and make informed decisions with the same trust and insight that have defined us for years.
We are committed to more than just wealth management. We are focused on momentum, yours and ours. Every recommendation we make and every plan we craft is designed to safeguard your financial future and help you realise your full potential. To us, wealth is not just numbers on a balance sheet. It is a foundation for confidence, continuity, and legacy.
Under the leadership of our Executive Director, Ekta Shah Manjrekar, YSSPL continues to evolve with a future-focused mindset. We deepen client relationships, embrace innovation, and pursue meaningful outcomes through disciplined strategy and human insight.
At YSSPL, we believe in the power of momentum. Progress begins with trust, grows with clarity, and results in turning aspirations into lasting achievements.
We do all the hard work for you to save your precious time
Objective guidance to help you invest smarter
Guidance driven by integrity, not incentives
Vision
To be India’s most trusted and forward-thinking Mutual Fund Distributor and holistic investor firm, empowering generations through ethical guidance, transparent strategies, and enduring partnerships that turn financial aspirations into lasting legacies.
Mission
Grounded in unwavering ethics and transparency, we at Yogesh Shah Securities Pvt. Ltd., with our decades of experience, are dedicated to safeguarding your finances and offering expertise you can trust. We strive to secure your present and build a legacy of generational wealth. Your aspirations drive our commitment, today and always.
Start with what feels comfortable. Even ₹500 a month can grow meaningfully over time. The key is consistency.
FDs offer stability and guaranteed returns. Mutual funds offer growth and flexibility. The right choice depends on your risk comfort, goals, and timeline. We’ll help you compare, side-by-side.
All your investments can have nominees, and we help you set that up properly. We also help families with smooth transitions when needed, Because your peace of mind matters.
No, that’s where we come in. But we’re happy to explain anything you’d like to understand, without jargon. When you feel informed, you feel empowered, and we’re here for that.
Your investments are with reputed asset management companies and institutions we partner. We also guide you to diversify across asset classes, balancing growth potential with safety.
Yes, through our secure online portal, you can monitor your holdings, check reports, and stay updated anytime. Transparency and easy access are part of our commitment.
Life and goals evolve, and so can your investments. We provide ongoing advice and the flexibility to realign your portfolio as life evolves.
Office Address
2nd Floor, 114/A, Behere Arcade, Prabhat Road, Pune - 411004
Phone
020-25459245-48
Email Id
mf@yogeshdpl.com
Client Confidentiality & Data Security : Data Protection: Implementing robust physical, electronic, and managerial procedures to safeguard personal and financial data against unauthorized access or disclosure. Limited Data Sharing: We do not sell, distribute, or lease client personal information to third parties unless required by law or with explicit client consent. Secure Communication: Ensuring that all communications, including those with mutual fund companies and other service providers, are encrypted and secure.
Regulatory Registrations & Certifications : Yogesh Shah Financial Services Pvt. Ltd. (YSSPL) operates as a fully compliant and registered financial intermediary in India. Our regulatory affiliations and certifications include: SEBI Registration: YSSPL is registered with the Securities and Exchange Board of India (SEBI) as an Investment Advisor, adhering to all guidelines and regulations set forth by the authority. KYC Compliance: We conduct Know-Your-Customer (KYC) procedures as mandated by SEBI and other regulatory bodies, ensuring that all client information is accurately documented and verified. ISO Certification: YSSPL has obtained ISO certification through Intercontinental SystemCert Pvt. Ltd. (ISPL), confirming our adherence to international standards in quality management and operational excellence.
Mutual Fund investments are subject to market risks. Read all the scheme-related documents carefully before investing.
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