Abhishek Finlease

What Abhishek Finlease does

Abhishek Finlease Limited is a publicly listed, Ahmedabad-based (Gujarat, India) financial services company that provides investment consultancy and tax planning/advisory services. Founded in 1995 as V. M. Shah Finance Ltd. and subsequently rebranded, the firm operates under BSE ticker 538935 and serves individual investors and organizations seeking short-term and long-term investment allocation guidance, alongside tax-liability optimization support for earned income. The company has a small team of 11-50 employees and is led by Chairman and Managing Director Mahendra M. Shah, with other Shah family members and independent directors on the board.

The company's core offerings are investment consultancy (short-term and long-term products) and tax advisory, delivered through a relationship-based, one-on-one client engagement model. There is no meaningful proprietary technology platform disclosed; the company references 'state of art technology and systematic processes' in generic terms, but the public-facing website (finservices.co.in) is a static informational site with no API, app, or digital channels. Distribution is direct and regional, confined to a single Gujarat office, with no digital marketing, partnerships, or named customer logos disclosed.

Revenue is generated via professional services fees on investment consultancy and tax advisory engagements. For FY ending March 2026, revenue was Rs 0.53 crore (down 20.90% YoY) and net profit was Rs 0.06 crore (down 33.33% YoY), indicating a small, contracting business. The pricing model is not publicly disclosed and is likely quote-based per engagement. There are no funding rounds, acquisitions, partnerships, or strategic expansion signals evident in the data.

Name

Abhishek Finlease

Legal name

Abhishek Finlease Limited

Website

https://finservices.co.in

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Abhishek Finlease Limited is a publicly listed Ahmedabad-based financial services firm providing investment consultancy and tax advisory services to individual investors and organizations in Gujarat, India, founded in 1995.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAAAAF

Financial Planning & Goals-Based Advice (Mass Affluent)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAEAAAE

Tax-Aware Investment Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Investment consultancy services
• Financial advisory services
• Tax planning services
• Short term investments
• Long term investments

Headquarters

HQ city

Ahmedabad

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Consultancy Services: The company provides investment consultancy services for optimum allocation of client funds, offering suggestions for short-term and long-term investments. They aim to apply best risk-adjusted returns through diversified investment styles.
2. Tax Planning Services: Tax planning and advisory services for individuals and groups who have earned income, helping clients claim deductions to lower tax liability on investments.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Abhishek Finlease Limited provides investment consultancy services for the optimum allocation of client funds, offering suggestions for both short-term and long-term investments with a focus on risk-adjusted returns through diversified investment styles. The company also offers tax planning and advisory services for individuals, groups, and artificial bodies with earned income, helping them claim deductions to lower tax liability on investments.

Product overview

Abhishek Finlease Ltd. is a financial services company that offers a unified portfolio of investment consultancy services. The core offering consists of long-term and short-term finance investment solutions, complemented by tax advisory services. The company uses systematic processes and state-of-the-art communication to deliver quality services to borrowers and investors, with a focus on diversified investment styles and risk-adjusted returns.

Differentiator

Problem solved

Functional benefit

Products and services

• Long Term Finance Investments Investment consultancy services providing long-term finance investment solutions with diversified investment styles and risk-adjusted returns, targeting clients seeking wealth growth through extended investment horizons.
• Short Term Finance Investments Investment consultancy services providing short-term finance investment solutions for optimum allocation of client funds, targeting clients with shorter investment horizons.
• Tax Advisory Services Tax planning and advisory services for individuals, groups, or artificial bodies who have earned income during previous years, helping them claim deductions to lower tax liability on short-term and long-term investments.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves3 records

Direct peers

• SMC Global Securities: Mid-sized Indian financial services firm offering investment advisory, broking, and tax planning. Closely comparable to Abhishek Finlease in offering mix and target customer base, though larger in scale and geographic reach.
• Prudent Corporate Advisory Services: Indian financial services firm offering investment advisory and mutual fund distribution to individual clients. Directly comparable to Abhishek Finlease in product mix and target segment, though serving a broader geography.

Broad incumbents

• ICICI Securities: Large Indian financial services firm offering investment advisory, distribution, and wealth management. Overlaps with Abhishek Finlease in investment advisory services for individual and corporate clients.
• Motilal Oswal Financial Services: Large, diversified Indian financial services group offering investment advisory, broking, and wealth management. Comparable to Abhishek Finlease in the investment advisory category, but vastly larger in scale and geographic reach.
• Angel One: India-based retail broking and investment advisory platform. Comparable to Abhishek Finlease in serving individual investors with investment guidance, but with a strong digital-first model.
• Sharekhan (BNP Paribas subsidiary): Indian retail-focused investment advisory and broking firm. Comparable to Abhishek Finlease in serving individual investors with investment advice, but at much greater scale and digital sophistication.
• Geojit Financial Services: Indian financial services company providing investment advisory, broking, and asset management. Comparable in offering mix to Abhishek Finlease, but substantially larger and more diversified.
• IIFL (India Infoline): Full-service Indian financial services firm offering investment advisory, broking, and wealth management. Overlaps with Abhishek Finlease in advisory services but operates at significantly larger scale and geographic footprint.

Emerging players

• 5Paisa: Discount investment platform in India offering advisory and transactional services. Comparable to Abhishek Finlease in advisory services, but competes through a low-cost, digital-first model.

Regional players

• Parsoli Corporation: Ahmedabad/Gujarat-based Indian financial services firm offering investment advisory and wealth management. Comparable to Abhishek Finlease in regional focus, product mix, and customer base.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/abhishek-finlease-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Abhishek Finlease