Shivamee Consultancy Services is an elite investment and financial advisory firm for investors. We offer strategic wealth-building solutions, risk-optimized portfolio management, and exclusive market insights to help clients navigate complex financial markets with confidence.
At Shivamee Consultancy Services, we don’t just invest – “We Engineer Financial Success”. As a premium investment advisory, our USP lies in our data-driven, risk optimized, and tech-powered approach to investment. We leverage institutional-grade analytics to deliver high-yield and low-risk financial solutions.
At Shivamee, we don’t offer products — we design strategies and provide data-driven, risk-optimized and tech-powered approach to investment by leveraging Institutional Grade Analytics to deliver high yield and low risk financial solution.
1. PORTFOLIO MANAGEMENT
Fully managed, expert-driven portfolios designed for optimal growth where you remain in control, supported by our strategic insights.
2. WEALTH MANAGEMENT
Custom-tailored strategies designed for you to optimize wealth growth and asset protection strategies to safeguard and grow wealth in volatile markets.
3. CONSULTANCY
Dedicated advisors for one-on-one consultations, exclusive market updates and custom investment solutions aligned with your financial goal and risk appetite.
Our portfolio is designed to balance stability and growth, combining secure holdings with high-performing assets. This strategic allocation ensures capital protection while unlocking consistent market opportunities.
A principal preservation holding designed as a core defensive asset. It provides long-horizon stability with 100% accuracy, ensuring capital safety while acting as a reliable foundation in the portfolio.
The foundation and major exposure asset of the portfolio. It is positioned as an outperforming asset that leverages 24×7 market opportunities, offering strong growth potential and significant upside.
A swing trading asset focused on market timing and short-term opportunities. It allows for dynamic entry and exit positions, making it a flexible instrument to capture quick gains within shorter cycles.
A complimentary diversification enabler driven by network-based dealing. It adds balance to the portfolio, minimizing risks while providing unique opportunities through arbitrage strategies.
At Shivamee, transparency isn’t a feature — it’s our foundation.
We believe that sophisticated investing deserves simple explanations, honest conversations, and complete visibility.
Whether it’s understanding where your capital is allocated, how your portfolio is performing, or what risks are involved — we ensure you’re never left guessing.
At Shivamee, our strength lies in experience, insight, and discretion. Our team brings together professionals from investment banking, blockchain, currency markets, and private wealth — all united by a single mission: to help HNIs grow and protect their wealth in a rapidly evolving world.
We understand your financial goals, liquidity, and comfort with risk.
You receive a personalized allocation strategy tailored for long-term growth.
Secure, compliant, and private onboarding via our partner platforms.
Regular updates, optional strategy reviews, and reporting transparency.