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Shivdhara Securities

About Shivdhara Securities

Your trusted partner in financial growth and wealth management since 2010.

Who We Are

Shivdhara Securities is a trusted financial advisory and investment services firm dedicated to helping clients grow their wealth with confidence. We specialize in equity trading, mutual funds, bonds, and portfolio management services.

With over a decade of experience in the Indian financial markets, we have built a reputation for excellence, integrity, and personalized service. Our approach combines deep market insights with a thorough understanding of our clients' unique financial goals.

We believe in transparency, reliability, and long-term financial growth for our clients. Whether you are a seasoned investor or just starting your journey, we provide the tools and guidance you need to navigate the complexities of the market.

Shivdhara Securities Office

Our Vision

"To become a trusted financial partner known for delivering consistent investment growth and exceptional client service."

Our Mission

Our mission is to empower individuals and businesses with the knowledge, tools, and personalized advice they need to achieve their financial aspirations. We are committed to building lasting relationships based on trust, performance, and integrity.

Transparency & Reliability

Provide transparent and reliable financial services to our clients.

Long-term Wealth

Help clients achieve long-term wealth creation through disciplined investing.

Expert Strategies

Offer expert investment strategies tailored to individual risk profiles.

Ethical Practices

Maintain the highest standards of ethical and professional practices.

Meet Our Leadership

The dedicated professionals behind Shivdhara Securities, committed to your financial success.

Nilkant Joshi

Nilkant Joshi

Founder & Investment Advisor

Over 15 years of experience in wealth management and financial advisory.

Nikhil Rajyaguru

Nikhil Rajyaguru

Relationship Manager

Dedicated to providing exceptional service and building strong client relationships.

Our Workspace

A professional environment designed for collaboration and focused financial planning.

Office Desk

Office Desk

Office Desk

Office Desk

Awards & Recognition

Our commitment to excellence has been recognized by industry leaders and our valued clients.

2023

Best Investment Advisor

Recognized for excellence in investment advisory and portfolio management.

2022

Trusted Financial Partner

Awarded for maintain high standards of transparency and client trust.

2021

Customer Excellence Award

Honored for providing outstanding support and relationship management.

What Our Clients Say

Trust is the foundation of our business. Hear from some of our valued clients about their journey with us.

"Excellent advisory services and professional support. Shivdhara Securities helped me build a diversified portfolio that aligns perfectly with my long-term goals."

R

Rajesh Mehta

Business Owner

"I was new to investing, but their team made everything so simple to understand. Their transparency and patience are truly commendable."

D

Dhaval Purohit

IT Professional

"The personalized attention I receive for my wealth management is exceptional. I highly recommend them to anyone seeking reliable financial guidance."

A

Amit Patel

Retired Professor

Attention Investors

  1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  2. Update your mobile number & email ID with your stock broker and depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
  5. Check your Securities / MF / Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Investor Alert

  1. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
  2. Prevent unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Issued in the interest of investors.
  3. In case of any grievance / complaint, please contact us or raise a complaint on SCORES website.
  4. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.
  5. Be cautious about unsolicited investment tips / messages received through social media platforms.

Fraud Warning

Many instances have been reported where fraudsters misuse brand names of brokerage firms to lure investors with false promises of high returns. Investors are advised not to transfer money to any person or entity promising such returns or claiming to be associated with Shivdhara Securities without verifying official contact details. Always verify official contact details and bank account details from our official website before investing.

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