Clear thinking Practical frameworks Strategic perspective.

We share the models, observations, and lessons that shape how we advise companies. No recycled content. No surface-level tips.

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About us

For Individuals & Families

Personal advisory

Six categories of cover and investment, structured around your

real life — not commissions.

01

Protection

Life Insurance

Term, endowment, money-back, LIC retirement and child education plans — sized to your family's real needs.

Term life insurance

Endowment policies

Money back policies

Retirement policies through LIC

01

Protection

Life Insurance

Term, endowment, money-back, LIC retirement and child education plans — sized to your family's real needs.

Term life insurance

Endowment policies

Money back policies

Retirement policies through LIC

01

Protection

Life Insurance

Term, endowment, money-back, LIC retirement and child education plans — sized to your family's real needs.

Term life insurance

Endowment policies

Money back policies

Retirement policies through LIC

02

Care

Health Insurance

Mediclaim cover for individuals, families and parents — with super top-up and critical illness layered on.

Individual mediclaim

Family floater mediclaim

Senior citizen plans

Super top-up & critical illness

02

Care

Health Insurance

Mediclaim cover for individuals, families and parents — with super top-up and critical illness layered on.

Individual mediclaim

Family floater mediclaim

Senior citizen plans

Super top-up & critical illness

02

Care

Health Insurance

Mediclaim cover for individuals, families and parents — with super top-up and critical illness layered on.

Individual mediclaim

Family floater mediclaim

Senior citizen plans

Super top-up & critical illness

03

Income Shield

Personal Accident

Accidental death, disability and weekly income benefit — high cover at a fraction of a term-plan premium.

Accidental death benefit

Permanent total / partial disability

Temporary total disability

Medical & education benefits

03

Income Shield

Personal Accident

Accidental death, disability and weekly income benefit — high cover at a fraction of a term-plan premium.

Accidental death benefit

Permanent total / partial disability

Temporary total disability

Medical & education benefits

03

Income Shield

Personal Accident

Accidental death, disability and weekly income benefit — high cover at a fraction of a term-plan premium.

Accidental death benefit

Permanent total / partial disability

Temporary total disability

Medical & education benefits

04

Assets

General Insurance

Cover for your home, vehicle, factory, stock, shipments and overseas travel — one advisor, all policies.

Fire & property insurance

Vehicle insurance

Overseas health insurance

Factory, stock, transit & marine

04

Assets

General Insurance

Cover for your home, vehicle, factory, stock, shipments and overseas travel — one advisor, all policies.

Fire & property insurance

Vehicle insurance

Overseas health insurance

Factory, stock, transit & marine

04

Assets

General Insurance

Cover for your home, vehicle, factory, stock, shipments and overseas travel — one advisor, all policies.

Fire & property insurance

Vehicle insurance

Overseas health insurance

Factory, stock, transit & marine

05

Growth

Mutual Funds

Goal-based SIPs, retirement and child-education portfolios across India's leading AMCs.

SIP — goal-based investing

Retirement plan via mutual funds

Child education plan

Lump-sum, ELSS & reviews

05

Growth

Mutual Funds

Goal-based SIPs, retirement and child-education portfolios across India's leading AMCs.

SIP — goal-based investing

Retirement plan via mutual funds

Child education plan

Lump-sum, ELSS & reviews

05

Growth

Mutual Funds

Goal-based SIPs, retirement and child-education portfolios across India's leading AMCs.

SIP — goal-based investing

Retirement plan via mutual funds

Child education plan

Lump-sum, ELSS & reviews

06

Stability

Savings Plans

Fixed-income building blocks — curated NBFC fixed deposits and RBI Floating Rate Savings Bonds.

NBFC fixed deposits

RBI Bonds

Maturity ladder planning

Reinvestment tracking

06

Stability

Savings Plans

Fixed-income building blocks — curated NBFC fixed deposits and RBI Floating Rate Savings Bonds.

NBFC fixed deposits

RBI Bonds

Maturity ladder planning

Reinvestment tracking

06

Stability

Savings Plans

Fixed-income building blocks — curated NBFC fixed deposits and RBI Floating Rate Savings Bonds.

NBFC fixed deposits

RBI Bonds

Maturity ladder planning

Reinvestment tracking

For Corporates & SMEs

Employee benefits

Group covers and statutory funding for businesses that want to
look after their people on paper and in practice.

07

Employee Benefits

Corporate & Company Insurance

Group life, group mediclaim, group accident, gratuity and superannuation schemes for SMEs and corporates.

Group life insurance

Group mediclaim plan

Group accident plan

Gratuity & superannuation

07

Employee Benefits

Corporate & Company Insurance

Group life, group mediclaim, group accident, gratuity and superannuation schemes for SMEs and corporates.

Group life insurance

Group mediclaim plan

Group accident plan

Gratuity & superannuation

07

Employee Benefits

Corporate & Company Insurance

Group life, group mediclaim, group accident, gratuity and superannuation schemes for SMEs and corporates.

Group life insurance

Group mediclaim plan

Group accident plan

Gratuity & superannuation

a magnifying glass sitting on top of a piece of paper

by

Chintan M Sha

You Need Life Insurance?

Why execution slows down, alignment breaks, and companies lose momentum when everything feels urgent — and how to fix it with one decision-making shift.

Apr 29, 2026

a magnifying glass sitting on top of a piece of paper

by

Chintan M Sha

You Need Life Insurance?

Why execution slows down, alignment breaks, and companies lose momentum when everything feels urgent — and how to fix it with one decision-making shift.

Apr 29, 2026

Testimonials

Trusted by Families and Individuals for Over Two Decades

woman wearing black crew-neck shirt

When my father was hospitalised, Chintan handled the cashless approval at 2 AM. That single night is why we trust him with everything.”

Anita R.

Health Insurance Client, Mumbai

man wearing green crew-neck top and eyeglasses with black frames looking at side

“He restructured a decade of mis-sold policies into a portfolio that actually matches our goals. Refreshingly honest.”

Vikram & Priya S.

Family Advisory Client, Pune

Play video

2 min

Individual Client

Mediclaim support experience

Every testimonial reflects a unique life situation and a long-term relationship.

Testimonials

Trusted by Families and Individuals for Over Two Decades

woman wearing black crew-neck shirt

When my father was hospitalised, Chintan handled the cashless approval at 2 AM. That single night is why we trust him with everything.”

Anita R.

Health Insurance Client, Mumbai

man wearing green crew-neck top and eyeglasses with black frames looking at side

“He restructured a decade of mis-sold policies into a portfolio that actually matches our goals. Refreshingly honest.”

Vikram & Priya S.

Family Advisory Client, Pune

Play video

2 min

Individual Client

Mediclaim support experience

Every testimonial reflects a unique life situation and a long-term relationship.

Testimonials

Trusted by Families and Individuals for Over Two Decades

woman wearing black crew-neck shirt

When my father was hospitalised, Chintan handled the cashless approval at 2 AM. That single night is why we trust him with everything.”

Anita R.

Health Insurance Client, Mumbai

man wearing green crew-neck top and eyeglasses with black frames looking at side

“He restructured a decade of mis-sold policies into a portfolio that actually matches our goals. Refreshingly honest.”

Vikram & Priya S.

Family Advisory Client, Pune

Play video

2 min

Individual Client

Mediclaim support experience

Every testimonial reflects a unique life situation and a long-term relationship.

Frequently Asked Questions

Speak with us for a personal discussion.

Schedule a Conversation

Lorem Ipsum

There is no “standard” financial plan. We begin by understanding your age, family responsibilities, income sources, health considerations, and future goals. Based on this, we recommend solutions that genuinely fit your life — not generic products.

How do I know what kind of financial plan is right for me?

There is no “standard” financial plan. We begin by understanding your age, family responsibilities, income sources, health considerations, and future goals. Based on this, we recommend solutions that genuinely fit your life — not generic products.

Frequently Asked Questions

Speak with us for a personal discussion.

Schedule a Conversation

Lorem Ipsum

There is no “standard” financial plan. We begin by understanding your age, family responsibilities, income sources, health considerations, and future goals. Based on this, we recommend solutions that genuinely fit your life — not generic products.

How do I know what kind of financial plan is right for me?

There is no “standard” financial plan. We begin by understanding your age, family responsibilities, income sources, health considerations, and future goals. Based on this, we recommend solutions that genuinely fit your life — not generic products.

Get started

Let’s Plan Your
Financial Journey, Thoughtfully

Every individual and family is different. We help you make financial decisions based on your life stage, responsibilities, and long-term goals — not generic advice.

Sign up for updates

name@email.com

Subscribe

By subscribing you agree to our Privacy Policy  and provide consent to receive updates from Elite.

Schedule a Personal Conversation

ADDRESS

M: +91 9321756747 ,9619453754, 9167456546

E: support@chintanmshah.com

21- 26, Mhatre Plaza c H S, Dahanukar Wadi , M G rd, Kandivali West Mumbai 400067.

Copyright © 2026 Chintan M. Shah. All rights reserved.

Financial Advisory Services since 1999.

Design by OCTOGRAM.IO

Get started

Let’s Plan Your
Financial Journey, Thoughtfully

Every individual and family is different. We help you make financial decisions based on your life stage, responsibilities, and long-term goals — not generic advice.

Sign up for updates

name@email.com

Subscribe

By subscribing you agree to our Privacy Policy and provide consent to receive updates from Elite.

Schedule a Personal Conversation

ADDRESS

M: +91 9321756747 ,9619453754, 9167456546

E: support@chintanmshah.com

21- 26, Mhatre Plaza c H S, Dahanukar Wadi , M G rd, Kandivali West Mumbai 400067.

Copyright © 2026 Chintan M. Shah. All rights reserved.

Financial Advisory Services since 1999.

Design by OCTOGRAM.IO

Get started

Let’s Plan Your
Financial Journey, Thoughtfully

Every individual and family is different. We help you make financial decisions based on your life stage, responsibilities, and long-term goals — not generic advice.

Sign up for updates

name@email.com

Subscribe

By subscribing you agree to our Privacy Policy  and provide consent to receive updates from Elite.

Schedule a Personal Conversation

ADDRESS

M: +91 9321756747 ,9619453754, 9167456546

E: support@chintanmshah.com

21- 26, Mhatre Plaza c H S, Dahanukar Wadi , M G rd, Kandivali West Mumbai 400067.

Copyright © 2026 Chintan M. Shah. All rights reserved.

Financial Advisory Services since 1999.

Design by OCTOGRAM.IO