Shannon Finserve Private Limited, where Excellence Meets Innovation, incorporated in the year 2021, with a visionary approach and commitment to Trust and Integrity. Founded with the principles to reliability and expertise , we deliver tailored financial services, including Institutional Securities Management and Private Equity Transactions. We excel in Wealth Management Services for high-net-worth individuals and offer efficient Retail Brokerage with Advanced Online Trading Platforms for seamless trading. Committed to Sustainable Investing and offering fixed income instruments for stable returns, we also provide strategic investment banking advisory to facilitate fund raising.
Our company is driven by a team of professionals comprising Chartered Accountants, Legal Experts & experienced Financial Analysts, bring deep expertise and innovative perspectives.
At Shannon Finserve Private Limited, our values of Integrity, Transparency, and Excellence drive us to deliver outstanding results, empowering our clients to navigate the financial landscape with confidence and success.
Our dedicated team combines industry knowledge with personalized support to help you navigate challenges and seize opportunities.
Online trading allows you to buy and sell financial instruments quickly and conveniently from anywhere at any time.
Effective risk management identifies, assesses, and mitigates potential risks to protect your business and ensure sustainability.
Investing in mutual funds offers diversification and professional management, making it an excellent choice for wealth growth.
Protect your future with our investment-linked insurance plans, ensuring your financial goals are safeguarded and risks mitigated.
Achieve steady returns with our fixed income services, offering bonds and securities for lower risk and regular payments.
Investment banking provides expert financial advisory services, capital raising, and strategic guidance for businesses and investors worldwide.
Mr. Pavan Kumar Agrawal is a Chartered Accountant and Insolvency Professional with over 13 years of practical experience in the financial industry. His areas of expertise include IPOs, mergers and acquisitions, qualified institutional placements, buy-backs etc. He has a robust network of industrialists and founders, enabling organizations to establish influential connections that drive growth and foster innovation.
Mr. Rishu Goyal is a qualified Chartered Accountant (CA) with additional qualifications in LL.B, DISA, and FAFD, bringing over 13 years of experience in financial services. He specializes in IPOs, business valuation, and financial & corporate restructuring. His deep expertise encompasses finance, taxation, and compliance under Indian legal framework. As an experienced professional in capital markets, Mr. Goyal has successfully managed multiple IPO transactions across SME and Main Board platforms, securing over INR 5 billion in funding. He emphasizes customized advisory solutions and utilizes a strong network to enable businesses to raise capital effectively.
To be a leading financial services provider in India, known for innovation, exceptional client service, and sustainable investing.
To offer personalized financial solutions, leverage technology for advanced services, uphold integrity, promote sustainable investing, deliver exceptional service, and foster continuous professional growth.
Our values are the foundation of our practice, with integrity at the core, guiding every decision and building trust in all our actions.
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