Dual Expertise, Singular Excellence
At TwoFold Finserv LLP, we believe that wealth is not just about numbers — it's about understanding people.
The Allocation Conundrum
About Us
“TwoFold” signifies a dual approach to wealth — not just growing numbers, but nurturing the mindset behind them.
In a world driven by returns and results, our ethos captures the intersection of Financial Intelligence (IQ) and Emotional Intelligence (EQ) — both essential for meaningful, lasting wealth.
Whether you are building your wealth, protecting your legacy, or navigating major decisions, TwoFold is your thinking partner — helping you make choices that are both financially sound and emotionally wise.
To redefine wealth management by creating a more conscious and human-centered approach, enabling individuals and families to live well, decide wisely, and leave a legacy that matters.
To empower individuals and families with solutions that are as thoughtful as they are strategic — Always guided by the principle of TwoFold Intelligence: Mind and Heart.
Investment Avenues
Empowering clients through competent personal finance lens.Mutual Funds
Mutual Funds are an excellent investment vehicle for every investor having different time horizons and risk appetites. No matter what your objective is, there are schemes that can help you achieve your goals.
Portfolio Management Services (PMS)
PMS offers tailored strategies based on your unique risk profile and financial goals. It is done through creating concentrated portfolio, in-depth research, and a focused alpha creation mindset.
Alternative Investment Funds (AIFs)
AIFs are a sophisticated investment option designed for high-net-worth investors seeking diversification beyond traditional asset classes. AIFs offer a range of tailored investment opportunities with access to private equity, hedge funds, and structured products.
Loans
Loans are a practical financial tool designed to help individuals meet a wide range of personal and business needs. Whether you're planning to buy a home, expand your business, fund education, or manage short-term cash flow, there are loan options to match your requirements and repayment capacity.
Insurance
In today’s unpredictable world, we understand the importance of being sufficiently inured. We help clients assess their insurance needs and help them choose the correct plan.
Fixed Deposits and Bonds
Fixed Deposits and Bonds are a reliable and secure investment option for individuals seeking steady and risk-free returns. Whether your goal is short-term savings or long-term stability, fixed deposits can help you achieve financial certainty with peace of mind. From government securities to corporate bonds, there’s a bond to suit every investor’s profile.
Our Investment Process
Discovery
Comprehensive assessment of financial goals and risk profile
Analysis
Detailed evaluation of current portfolio and market opportunities
Strategy
Customized investment strategy development and planning
Implementation
Systematic execution of investment plans and strategies
Review & Rebalance
Ongoing monitoring and portfolio optimization processes
Team
Our Team
Samkit Shah
(Co-Founder)
"Samkit holds an MBA in Finance and brings rich experience in investment portfolio management and client relationship development. He has successfully guided a diverse set of clients toward achieving their financial goals. As a co-founder, Samkit combines strategic insight with a client-first approach to deliver tailored investment solutions and long-term value."
Jay Gandhi
(Co-Founder)
"Jay is a qualified Chartered Accountant (CA) and Certified Wealth Manager (CWM) with deep expertise in investment research and product specialization. With a keen analytical mindset and a strong grasp of market dynamics, he has played a key role in designing customized investment strategies and innovative financial solutions. As a co-founder, Jay brings a research-driven approach to wealth management, ensuring clients benefit from well-informed, performance-oriented investment decisions."
Contact
+91 7208463052
+91 9892047345
support@twofoldfinserv.com
Address
F-66, First Floor, The Zone Mall, Chandavarkar Rd, Borivali West
Mumbai 400091, Maharashtra, India
Schedule
Monday - Saturday
Office time: 10:00 AM - 6:00 PM