About Us
Assist people to recognize, understand financial needs and taking positive action. Thus, keep the family financially secure.
Assist people so that they could lead a financially secure and independent life.
Core values
- Achieve all financial goals unbiased of any asset class
- Minimize risk by generating moderate recursion
- Assist people to recognize, understand financial needs, and take positive action. Thus keep the family financially secured.
Company Name: Vision Investments
- Wealth Creation
- Â Mutual Fund Advisory
- Insurance & Risk Management
- Retirement Planning
Our Specialities
Investment and insurance need not be complex when guided by the right expertise. Since 1985, Vision Investments has been committed to helping clients create, grow, and protect wealth ensuring a seamless transfer of financial security from one generation to the next.
Founded by Mr. Shailendra Ashar, Earned industry-wide recognition, including the prestigious *Million Dollar Round Table (MDRT) membership nine times, an honour achieved by only the top 1% of insurance professionals globally. This legacy reflects a disciplined approach focused on *consistent, moderate returns with controlled risk, rather than aggressive short-term gains.
Today, Ms. Mahek shailendra Ashar, Mr. Maulik Shailendra Ashar, second-generation Certified Financial Planner (CFP) professionals, have joined Vision Investments and are actively driving the firm’s next phase of growth. By blending the organisation’s strong foundation with modern financial planning practices, they continue the legacy while strengthening the firm’s focus on mutual funds, goal-based investing, and long-term wealth creation.
With a client-first philosophy and a personalised, one-on-one advisory approach, Vision Investments remains dedicated to delivering prudent financial solutions aligned with evolving client needs while preserving the trust built over decades.
