At Shiv Investments, we don’t just manage money- we build trust, relationships and financial confidence. Here’s why thousands of investors have chosen us as their preferred financial partner-

Legacy of trust since 2003-

Established in 2003, we have steadily built the confidence of 2000+ clients through unwavering dedication, consistent performance and client centric values. We help clients not only for smart investment strategies, but also for honest advice, transparent communication and long-term support. This legacy of trust is built on customer satisfaction and Lifelong relationships; trust is also at the heart of our success and driver for passion for our success.

Certified and Recognized

We are certified mutual fund and insurance distributors by AMFI and IRDA respectively. Our certifications reflect our commitment to professionalism, regulatory compliance, and ethical practices. Our team continually updates its knowledge and training to stay aligned with evolving financial landscapes and regulatory standards, so our clients can be assured of informed and compliant financial decisions.

Customer centric approach
At Shiv Investments, our clients are at the heart of every decision we make, every solution we offer is based on your goals, needs, and long-term interests at the core. Our advisory process is driven by a deep understanding of your unique financial journey, ensuring that our recommendations are always aligned with what matters most to you. With personalized attention and proactive support, we ensure your financial journey is guided by clarity, care, and long-term value.

Your success is our priority—and we’re committed to being a partner you can trust at every step.

Comprehensive Product Basket:
We offer a single point access to multiple financial products, our approach is need-based, not product-driven, ensuring that every recommendation serves your overall financial well-being—not just a specific product.

Focus on Customer relationships:
At Shiv Investments, customer satisfaction is at the heart of everything we do. We don’t just manage investments — we build enduring partnerships. Our priority is to understand your evolving financial needs and support you at every stage of life. Through consistent communication, personalized guidance, and unwavering commitment, we foster long-term relationships built on trust, transparency, and mutual success.

Quality Services

At Shiv Investments, excellence is our standard. We deliver high-quality financial solutions backed by deep expertise, rigorous research, and a client-first mindset. From personalized advice to responsive support, our services are designed to meet the highest standards of professionalism, precision, and performance. With real-time portfolio access, insightful reporting, and proactive updates, you stay informed—anytime, anywhere. Our digital tools and personalized support ensure your financial journey is as smooth as it is successful.

Expert Guidance

At Shiv Investments, our strength lies in our deep domain expertise and years of hands-on experience across diverse financial goals. Backed by certifications and a strong track record, we offer reliable, research-backed advice that helps you make informed decisions with clarity and confidence. We stay ahead of market trends to guide you through every financial milestone.

Personalized Approach
We understand that every investor’s journey is unique. That’s why our approach is always customized to your individual goals, risk profile, and life stage. Through detailed assessments and one-on-one consultations, we create customized strategies that evolve with your needs—ensuring your financial plan remains aligned, effective, and truly personal.

Right Experience & Skills:
We have over 22+ years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to fulfil your needs.

Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.

Mr. Arun Kumar Yadav is the Founder and Director of the Shiv Investments, bringing over four decades of multifaceted industry experience. He holds a Bachelor of Arts degree along with a Diploma in Textile manufacturing.

With 22+ years of expertise in the financial services sector, Mr. Arun Kumar Yadav is an AMFI-registered Mutual Fund Distributor, recognized for his strategic insight, wealth management and dedication to delivering client-focused investment solutions. He is certified by both AMFI (Association of Mutual Funds in India) and IRDA (Insurance Regulatory and Development Authority), demonstrating his commitment to industry standards and regulatory excellence.

His deep understanding of financial products and market dynamics has been instrumental in building long-term value for clients. His leadership, integrity, and client-first philosophy continue to guide the organization’s mission to deliver reliable, ethical, and result-oriented financial solutions. Known for his strong leadership qualities, visionary mindset, and commitment to long-term value creation, Mr. Yadav has built Shiv Investments into a client-centric firm rooted in trust, integrity, and personalized financial solutions. His ability to foresee market opportunities and align them with client goals makes him a guiding force behind the company’s growth and evolving success.

Managing Director

Ms. Seema Yadav is the Business Development Head of the Shiv Investments, where she leads strategic growth initiatives, client acquisition, and market expansion efforts. She holds a Master’s degree in Pharmacy with specialization in Pharmacology (M Pharm) from prestigious institution BITS PILANI, Hyderabad Campus which equips her with a unique combination of scientific insight and business strategy. Her focus on long-term value creation, market intelligence, and solution-oriented strategy has made her a key catalyst in the organization’s evolving success.

With a strong academic background and a sharp understanding of business dynamics, Ms. Seema Yadav brings a data-driven and client-focused approach to business development. Her ability to align market opportunities with organizational goals has been instrumental in driving sustained revenue growth and strengthening the firm’s competitive position.

In her role, Ms. Yadav is responsible for identifying new market opportunities, building partnerships, and expanding the firm’s reach through innovative business strategies. Her ability to bridge technical understanding with client engagement allows her to develop tailored solutions that meet diverse financial needs. She is known for her proactive leadership, strong analytical capabilities, and commitment to delivering value through strategic partnerships and innovation.

Mr. Pradeep Vishwakarma is a Senior Manager at Shiv Investments, bringing with him over 7 years of experience in financial services and client advisory. He holds a Bachelor of Science (B.Sc.) degree, and has developed strong expertise across a broad spectrum of financial products.

Mr. Pradeep Vishwakarma is actively involved in managing client portfolios with a strong focus on insurance solutions—including life, health, and general insurance—as well as mutual fund distribution. He provides personalized guidance to clients, helping them navigate risk management, protection planning, and wealth creation through the right mix of financial products

Known for his client-centric approach, Mr. Vishwakarma builds long-term relationships grounded in trust, transparency, and consistent performance.

Ms. Purnima Joshi is the Client Relationship Officer at Shiv Investments, where she is actively involved in client servicing and support within the mutual fund distribution space. She holds a Bachelor of Commerce (B.Com.) degree with a specialization in Advertising, equipping her with a strong foundation in communication, customer engagement, and strategic messaging.

In her role, Ms. Joshi plays a key part in ensuring seamless interaction between clients and the advisory team. She assists clients with mutual fund-related queries, supports onboarding and documentation processes, and helps maintain long-term, trust-based relationships through timely communication and dedicated service.

Her strengths lie in relationship management, client education, and a clear understanding of the mutual fund landscape.

Mr. Bikash Kumar is the Operations Head at Shiv Investments, where he oversees the firm’s internal processes, operational strategy, and service delivery systems. With a strong background in science and analytics, he holds a Master of Science (M.Sc.) in Physics and is a Gold Medalist from BNMU, Madhepura, Bihar, a testament to his academic excellence and disciplined approach.

At Shiv Investments, Mr. Bikash Kumar is responsible for optimizing operational workflows, implementing process improvements, and ensuring the seamless execution of business functions. His sharp analytical skills, combined with a systematic mindset, allow him to align operational efficiency with the firm’s strategic vision.

He plays a critical role in driving client satisfaction through operational excellence, supporting compliance protocols, and managing cross-functional coordination across departments.