About Us
Founded in 1999 by Satish Jain in Kota, Rajasthan, Shubh Investments has grown into a premier mutual fund distribution firm managing ₹130+ Crores in Assets Under Management (AUM). With over 25 years of steadfast market experience, we guide families and individuals toward long-term financial independence through disciplined, research-backed wealth creation.
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4,500+ Families Across India & Abroad.
4,500+ Families Across India & Abroad. 
ABOUT US
Empowering Families With Disciplined Wealth Creation & Integrity
+
Years of Distribution Legacy (Since 1999)
Cr+
Assets Under Management (AUM)
Our Mission
At Shubh Investments, our mission is to empower families and individuals worldwide to achieve lifelong financial security through disciplined, goal-oriented mutual fund distribution and comprehensive wealth solutions. Grounded in a 25+ years legacy of trust and integrity, we combine proven experience with modern technology to nurture and preserve generational wealth.
Our Vision
"To be recognized globally as the most trusted, multi-generational wealth distribution partner—empowering families to build lasting financial legacies through timeless wisdom, integrity, and evolving investment solutions."
Services
Guiding Principles Behind Every Recommendation
At Shubh Investments, our distribution practice is anchored in five foundational values from our 25-year legacy. Grounded in AMFI and SEBI regulations, client interest is our singular compass.
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Integrity & Uncompromising Trust
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Client First Fiduciary Approach
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Transparency & Clarity in Portfolio Reporting
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Lifelong Partnership Across Generations
We hold ourselves to the highest ethical and regulatory standards. Every mutual fund and asset allocation recommendation is made with honesty, objectivity, and zero compromise on AMFI and SEBI compliance.
Milestones & Trust
Disciplined Execution for
Generational Wealth Creation.
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%
Client Retention
Over 4,500 active families trust us for multi-generational wealth preservation.
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Goal-Driven Allocation
Systematic SIPs and investments mapped to tangible milestone life goals.
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Regulatory Fidelity
100% adherence to AMFI code of conduct, ARN-12349 & EUIN E037180.
We Help Families Achieve Their Real Financial Ambitions
25+
Years in Business (Since 1999)
₹130Cr+
Assets Under Management
4,500+
Satisfied Families Served
Our Distribution Methodology
Disciplined 4-Step
Wealth Creation Framework
Discovery & Goal Mapping
Understanding your complete financial landscape — We begin with a thorough conversation to assess your current investments, cash flows, risk tolerance, and time horizons. Whether it is retirement, children's global education, or capital preservation, we map every investment to a tangible life milestone.
- Comprehensive Risk Profiling
- Cash Flow & Liquidity Assessment
- Milestone Goal & Horizon Mapping
- Existing Portfolio Health Audit
Strategic Asset Allocation & Portfolio Design
Custom strategies, not cookie-cutter schemes — Based on your financial goals, we curate a diversified asset allocation across domestic mutual funds, aligning equity, debt, and hybrid assets with your risk profile. We also review risk mitigation and protection strategies.
- Equity, Debt & Hybrid Allocation
- Tax-Efficient Structuring (ELSS)
- Capital Preservation Safeguards
- Multi-Cycle Fund Selection
Seamless, Frictionless Execution
Paperless onboarding for domestic and global clients — Using modern digital investment platforms, we facilitate a hassle-free, 100% paperless onboarding and execution process. Whether you are in India or managing wealth from abroad, your transactions are executed swiftly and securely.
- 100% Paperless Digital Onboarding
- Serving Domestic & NRI Investors
- Rapid & Encrypted Execution
- Direct AMC & RTAs Integration
Periodic Health Checks & Tactical Rebalancing
Keeping your portfolio aligned with changing markets — Wealth creation is dynamic. We conduct structured periodic reviews to evaluate fund manager performance, eliminate persistent underperformers, and rebalance asset weights as market valuations shift or your life goals evolve.
- Periodic Fund Manager Audits
- Rebalancing Across Asset Weights
- Goal Realization Tracking
- Capital Gains & Tax Reviews
Meet the Founder
Guiding Your Wealth Journey
With 25+ Years of Trust
Satish Jain is the Founder & Director of Shubh Investments, an AMFI-registered Mutual Fund Distributor (ARN-12349) with over 25+ years of distinguished experience in mutual fund distribution, portfolio review, and family wealth preservation.
Built upon unwavering fiduciary ethics, client-first clarity, and multi-generational stewardship, he manages over ₹130+ Crores in Assets Under Management (AUM) for more than 2,500+ active investor families across India and globally. He is deeply committed to empowering investors through disciplined asset allocation, goal-based planning, and continuous financial education.
AMFI Registration
ARN-12349
EUIN Number
E037180
Initial Registration
27 June 2003
Experience
25+ Years in Wealth
Assets Managed (AUM)
₹130+ Crores
Investor Families
2,500+ Active Clients
Qualification
Post Graduate
Investor Awareness (IAP)
50+ Programs Conducted
Satish ji and Shubh Investments have guided our family portfolio for over 16 years. Their disciplined approach to SIPs and asset allocation ensured our children's higher education and retirement funds grew steadily without panic during market downturns.
Rajesh S.
Kota • Investor since 2008
What sets Shubh Investments apart is their pure focus on investor goals rather than chasing market fads. Their transparent reporting, AMFI-compliant fiduciary approach, and prompt personalized attention make them our lifelong wealth partners.
Dr. Alok G.
Jaipur • Client Family
Managing mutual fund investments across India while living abroad has been effortless thanks to their seamless paperless execution. Satish ji provides prompt, unbiased advice grounded in 25+ years of market wisdom.
Sunil M.
Bengaluru • NRI Investor