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We Are Investment Shelter

Welcome to Investment



A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. .....Read More


Corporate fixed deposits (FDs) have gained a fancy among investors because of high fixed returns that these products offer. .....Read More


Life insurance policy provides you assurance that your family will get financial security and support even when you are not around. .....Read More


Mediclaim plans are hospitaliation benefit plans that are offered by general and health insurance companies. .....Read More

Knowledge Cafe

Why Gold should be a part of your Portfolio?

As we all know, diversification is an important aspect of an investment strategy as it allows an investor to maintain the right balance between asset classes of different correlations. However, many of us rely mainly on equities and debt instruments alone to achieve diversification in our portfolios.

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About Us

Mrs. SONALI TATAR, managing director of M/s Investment Shelter holds Bachelor Degree in stream of Commerce. She had completed her MBA in Finance in 2002 and had a experience of working in a reputed multinational Asset Management Company as a Branch Head. After floating this venture she had completed Certified Financial Planner (CFP) degree in 2009, she has a rich experience of more than decade in the field of Financial Markets, Wealth Management and Advisory Services and has a proven track record of managing multiple assets class.

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For Expert Advise and To Invest Smartly

Contact Mrs. SONALI TATAR, managing director of M/s Investment Shelter.

Our Services

Know more about Why, Where and How to Invest

Contact Mrs. SONALI TATAR, managing director of M/s Investment Shelter.

Investment News

Investment Shelter is Wealth Management and Investment Advisory firm having core focus on client relationship. The team of Investment shelter is bouquet of Professionals of different fields pertaining to investments having Ten years of proven track record in Financial Services, Equity Advisory and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate.

We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. Our professional team consists of experts in different fields of Taxation, Insurance, law, economics and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients.

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