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Home > Financial Services > Stock Brokers > V.J. Shah & Co., Inc.
V.J. Shah & Co., Inc.
V.J. Shah & Co., Inc.is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
A native of Bombay, India, Vijay received his Master’s thesis, in which Deferred Pension or Profit Sharing, led him naturally to a career in business and personal financial and estate planning. V.J. Shah & Co. provides its clients a complete range of investment products. Through its affiliation with National Financial Services Corporation, a Fidelity subsidiary, the spectrum of Fidelity Funds is made available.
Additionally, the firm offers mutual funds of the major distributors. In past years, the firm has been a participant in several syndicates bringing out the public stock of converted Massachusetts banks.They have invested in several venture capital partnerships where both managed by Burr, Egan & Deleage & Co.
As a broker-dealer, clients are able to invest in debt and equity securities at discounted rates with all clearing done through Fidelity. Mutual funds are offered as well. The firm also specializes in the design and administration of employee benefit programs, including qualified retirement plans.
Mr. Shah is a broker for many life insurance companies. Individual life and health insurance and full group insurance coverages are made available to clients through The Shah Agency and Agents Service Insurance Agency, Inc.
The firm is a member of the Association for Advanced Life Underwriting, an associate member of the American Society of Pension Actuaries and a lifetime member of the Million Dollar Round Table.
The company prides themselves on their accessibility and encourages frequent and open communication with the clients. Client satisfaction is the most appropriate measure of their success.
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