Free Consultation with DISCOUNT @ 15% and GST @ 0% on all domestic and NRI clients.
Free Consultation with DISCOUNT @ 15% and GST @ 0% on all domestic and NRI clients.

Achieved the prestigious Million Dollar Round Table (MDRT) membership for two consecutive years (2024 and 2025) a global benchmark of excellence in insurance and financial advisory. MDRT status reflects trust, high client satisfaction, and consistent delivery of exceptional financial growth and ROI through Max Life Insurance and investment products.

We offer the following product portfolios:

Successfully achieved outstanding results in health insurance portfolio growth with the Aditya Birla Group, delivering high client satisfaction and consistent returns, further strengthening his reputation as a trusted financial advisor.
We leverage cutting-edge technology to provide you with real-time market data, advanced analytics, and efficient trade execution.
We offer a range of sustainable investment options that align with your values and help you make a positive impact on the world.
Our team is dedicated to providing you with personalized service and support, from investment advice to account management and more. Check our client testimonies.
“With Mr. Shahi’s guidance, I secured a long-term investment plan that not only protects my family but also generates consistent returns. His clarity and personal approach made me confident about my financial decisions.”
– Mr. C.S. Manral, Manral Resorts, Ramnagar
“I had never thought about retirement planning seriously until I met Mr. Shahi. Thanks to his advice, I now have a solid retirement corpus growing, ensuring financial independence in the future.”
– Mr. K.S. Tiwari, DFO
“The ULIP plan he recommended has been a game-changer for me. It gives me the dual benefit of insurance and wealth growth. I appreciate the transparency and the way he explained every detail.”
– Mr. Vivek K., High School Teacher
“I shifted my savings into Max Life investment products on his advice, and the returns have exceeded my expectations. Truly a professional who cares about his clients’ goals.”
– Mr. Pranjal Kanyal, Software Developer at Yahoo

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Vivek Invest : Secure Your Future
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