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AMFI Registered Mutual Fund Distributor  |  ARN-306983  |  Valid: 10 Sep 2024 โ€“ 09 Sep 2027  |  KYD Compliant  |  Mumbai 400092
ARN-306983 SEBI SCORES SMART ODR

AMFI Registered Mutual Fund Distributor ยท ARN-306983 ยท Since 1999

Your family's
financial command
center.

From earning to growing to protecting to passing on โ€” we guide 1,500+ families with clarity, discipline, and purpose across 15+ countries.

ARN-306983 AMFI Registered  |  Valid: 10 Sep 2024 โ€“ 09 Sep 2027  |  KYD Compliant  |  Mumbai
Get Free Consultation โ†’ SIP Calculator Our Story
25+
Years of Trust
1,500+
Families Served
2,000+
Active Clients
15+
Countries
AMFI Registered Mutual Fund Distributor ยท ARN-306983 Valid: 10 Sep 2024 โ€“ 09 Sep 2027 ยท KYD Compliant APMI Registered PMS Distributor ยท APRN-08039 IRDAI ยท PFRDA Registered Regular Plans ยท Trail Commission Disclosed SEBI SCORES ยท SMART ODR Available Manufacturer of High Net Worth Individuals AMFI Registered Mutual Fund Distributor ยท ARN-306983 Valid: 10 Sep 2024 โ€“ 09 Sep 2027 ยท KYD Compliant APMI Registered PMS Distributor ยท APRN-08039 IRDAI ยท PFRDA Registered Regular Plans ยท Trail Commission Disclosed SEBI SCORES ยท SMART ODR Available Manufacturer of High Net Worth Individuals
25+
Years of Distribution
~95%
Client Retention (5 yr avg)
1,500+
Families Served
6
Regulatory Registrations
15+
Countries Served

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. ~95% client retention is an approximate figure for the last 5 years and does not guarantee future outcomes.

Interactive Tool

See what your
money can become.

โš ๏ธ Disclaimer: Illustrative only. Mutual Fund investments are subject to market risks. Returns are not guaranteed. Please read all scheme-related documents carefully before investing.
Start Investing with Torient Services โ†’
Estimated Corpus*
โ‚น23.23 L
illustrative projection
โ‚น12.00 L
Amount Invested
โ‚น11.23 L
Estimated Gain*
2.0ร—
Wealth Multiplier*

*Projections assume constant returns and may not reflect actual market conditions. Actual returns may be higher or lower.

Our Story

Built on trust.
Driven by purpose.

In the late 1990s, a life-altering moment became the foundation of something far greater.

When our Founder Paresh faced a major accident and was confined to bed for six months, he encountered what millions silently struggle with โ€” managing personal finances effectively. That experience sparked a realisation: people don't fail financially because they lack intelligence. They struggle because the right guidance was never consistently beside them.

What began as a personal lesson transformed into a lifelong mission. Today, Torient Services LLP is a name over 1,500 families across 15+ countries trust with their most important financial decisions.

What our name means

T

Trust โ€” the foundation of every relationship we build

O

Orient โ€” guiding clients toward the right financial path

Torient Services and the Torient Services logo are Registered Trademarks. All rights reserved.

"People don't need more financial products. They need someone who stands beside them when life happens. We aim to be that someone."
โ€” Paresh A. Shah, Founder

Trademark & IP Notice

The Torient Servicesยฎ wordmark and logo (circular T with leaf design) and the tagline "Name that you trustโ„ข" are registered trademarks / trademarks of Torient Services LLP. Unauthorised use is strictly prohibited.

ยฎ Registered Trademark  ยท  โ„ข Trademark  ยท  All IP rights reserved.

Our Approach

We don't sell.
We structure.

Your financial life has four distinct stages. We connect all four โ€” so nothing is left to chance.

01
Earning
Optimising Cash Flows
We begin where your money begins โ€” understanding, tracking, and optimising every rupee for maximum impact.
02
Growing
Strategic Distribution
Mutual Funds, PMS (min โ‚น50L), AIF (min โ‚น1Cr), SIF (min โ‚น10L/txn), bonds โ€” portfolios structured to your goals.
03
Protecting
Risk & Insurance
Life, health, and general insurance as shields for everything you've built and everyone you love.
04
Passing On
Wealth Transfer & Legacy
Wills, estate distribution, nomination advice โ€” your wealth reaching the right people, with dignity.

Setting the right expectations.

Real 10-year returns: -5%, 22%, 4%, 13%, -17%, 57%, 10%, 19%, -12%, 29% โ€” avg 12%. Volatility is not the enemy. Panic is. Staying invested through every cycle is the real strategy.

โš ๏ธ Mandatory Risk DisclosureMutual Fund investments are subject to market risks. Past performance is not indicative of future returns. Please read all Scheme Information Documents (SID), Statement of Additional Information (SAI), and Key Information Memorandums (KIM) carefully before investing.

What We Offer

One partner.
Every solution.

We distribute financial products across investments, insurance, fixed income, and tax planning โ€” as one structured strategy for your family.

๐Ÿ’ผ

Wealth Building & Investment

  • Mutual Funds โ€” Lumpsum, SIP, STP, SWP (Regular Plans)
  • PMS โ€” Portfolio Management Services (Min. โ‚น50 Lakhs)
  • AIF โ€” Alternative Investment Funds (Min. โ‚น1 Crore)
  • SIF โ€” Specialised Investment Funds (Min. โ‚น10L/txn)
  • LAMF โ€” Loan Against Mutual Fund
  • GIFT City-Based Investments for NRIs
Mutual Fund investments are subject to market risks. PMS min โ‚น50L ยท AIF min โ‚น1Cr ยท SIF min โ‚น10L per SEBI regulations. Past performance is not indicative of future returns.
๐Ÿ›ก๏ธ

Protection & Risk Management

  • Life & Health Insurance Solutions
  • Personal Accident, Critical Illness, Travel Insurance
  • Vehicle, Marine, Fire & Burglary Insurance
  • Professional Indemnity Insurance
  • Workmen Compensation & Building Insurance
Insurance is the subject matter of solicitation. Torient Services LLP is an IRDAI registered intermediary. Please read the policy document carefully before purchasing.
๐Ÿ“ˆ

Fixed Income & Alternatives

  • Fixed Deposits & Bonds (Corporate, Government)
  • Debentures โ€” Listed & Unlisted
  • Peer-to-Peer Lending Opportunities
  • Bill Invoicing and Discounting
Fixed income and alternative investments carry credit risk and liquidity risk. Returns are not guaranteed. Please assess suitability based on your risk profile.
๐Ÿงพ

Taxation & Legacy Planning

  • Tax Filing & Consultation
  • Loan Syndication
  • Wills & Estate Distribution
  • Nomination Advice & Legacy Structuring
Tax advice is general in nature. Please consult a qualified CA for personalised tax advice. Legal documents require a qualified advocate.

Client Stories

What our families
say about us.

โ˜…โ˜…โ˜…โ˜…โ˜…

We would like to express our thanks to Paresh bhai for the work you have done for us since 2002. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients. Best wishes to Torient Services Team.

RP
Rajendra Purohit
โ˜…โ˜…โ˜…โ˜…โ˜…

One of my close friend recommended Paresh bhai in 2002 as a Financial Adviser. He takes care of all the investment and insurance related to me and my family. Paresh bhai (Torient Services) is a one stop solution for all kind of financial problems that a family faces. I would strongly recommend Paresh bhai as your Financial Adviser.

DR
Denzil Rebello
โ˜…โ˜…โ˜…โ˜…โ˜…

My friend Sanjay Kambli suggested me to meet Charmi Shah regarding โ€˜SIPโ€™ as I was just discussing with him regarding investment then he told me that he had invested in Mutual Fund through Charmi Shah and was gaining on his investment. So I met Charmi Shah regarding investment and she discussed with me all the different types of investment in details and suggested me where to invest according to my budget so I invested as per her suggestion and it was really fruitful. Therefore I am very thankful to Charmi for guiding and taking care of my investment.

AN
Anil D Naik

What We Stand For

Not words.
Lived principles.

The lens through which every conversation, recommendation, and relationship is built.

01

Family Before Finance

We don't see portfolios. We see people, responsibilities, emotions, and dreams. Money is the tool โ€” never the goal.

02

Radical Transparency

Commission fully disclosed. No hidden fees. We say what clients need to hear. Regular Plan trail commissions declared per AMFI regulations.

03

Loyalty Over Gains

We would rather lose a transaction than lose a client's trust. Every decision is measured in decades, not quarters.

04

Discipline is Wealth

Markets fluctuate. Emotions fluctuate. We bring the stability that matters most โ€” staying invested through every cycle.

05

Legacy Thinking

We don't just plan for returns. We plan for generations โ€” because your family's dignity deserves a long-term plan.

06

Regulatory Compliance

AMFI, SEBI, IRDAI, PFRDA โ€” full compliance across all verticals. AMFI Code of Conduct upheld in every transaction.

Our Leaders

Guided by experience.
Driven by purpose.

Two generations of expertise, united by a single mission โ€” to be the most trusted name in every family's financial life.

Paresh A. Shah โ€” Founder, Torient Services LLP

Paresh A. Shah

Founder & MF Distributor | ARN-306983

A veteran with 25+ years guiding families toward financial discipline and asset growth. Known for his honesty and long-term vision, he is truly a "Manufacturer of High Net Worth Individuals" โ€” measuring success not in AUM but in financially independent families created.

Diploma in Wealth Management โ€” IIFPCertified Financial Goal Planner25+ Years Experience
AMFI ARN-306983
Charmi J. Shah โ€” Co-Founder, Torient Services LLP

Charmi J. Shah

Co-Founder & MF Distributor | ARN-306983

A second-generation professional bringing modern thinking and digital-first practices into traditional wealth distribution. One of India's youngest practicing personal finance professionals (since 2012), regularly featured on TV and podcasts. Conducts Financial Awareness Programs across companies, schools, and societies nationwide.

CFPCWMCDIPQPFPCRABAF
AMFI ARN-306983

Who We Serve

For families at
every stage of life.

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ง

Families

Building long-term wealth with clarity, discipline, and a plan that spans generations.

๐Ÿข

Business Owners

Managing complex finances, protecting assets, and structuring wealth beyond the business.

๐Ÿ’ผ

Professionals

Turning high incomes into intentional, structured, long-term financial freedom.

๐ŸŒ

NRIs & Global Indians

GIFT City investments, cross-border wealth, and compliance across 15+ countries.

AMFI
ARN-306983
APMI
APRN-08039
IRDAI
Registered
PFRDA
Registered
ARN Valid Until
09 Sep 2027 ยท KYD โœ“

Client App

Your wealth,
in your pocket.

Track your portfolio, SIPs, insurance, and financial goals from the Torient Services client app. Available on iOS and Android.

Real-time portfolio dashboard & performance tracking
SIP management โ€” start, pause, modify anytime
Document vault โ€” policies & statements secure
Direct WhatsApp access to your Torient Services advisor
Financial goal tracker with milestone alerts
Market insights & Torient Services newsletters
My Portfolio

Torient Services Client App

Total Portfolio Value
โ‚น42,38,500
โ†‘ +18.4% this year*
Mutual Funds
โ‚น28.4 L
Insurance
2 Active
Monthly SIP
โ‚น25,000
Returns*
14.2%
Next SIP Due
5th June 2026
โ‚น25,000 ยท Auto-debit

*Illustrative only. Not actual returns.

Start Your Journey

One conversation can
change everything.

Book Your Free Consultation

No sales pitch. No obligation. Honest, transparent guidance from AMFI-registered distributors.

By submitting this form you consent to Torient Services LLP contacting you via WhatsApp/phone/email. Your data is protected under DPDPA 2023. Privacy Policy

๐Ÿ”’ 100% Confidential ยท DPDPA 2023 Compliant

โœ…

Thank you!

We've received your request. A Torient Services advisor will reach out within 48 hours to schedule your complimentary consultation.

WhatsApp Us Now โ†’
๐ŸŽฏ

Free Financial Health Check

Our AMFI-registered distributor will review your investments, insurance, tax, and goals โ€” and give you a clear picture of where you stand.

๐Ÿ—บ๏ธ

Personalised Financial Roadmap

A structured, goal-based plan built specifically for your family, income, and aspirations โ€” not generic advice.

๐Ÿ”’

No Obligation, No Sales Pressure

Our first conversation is purely educational. We believe you should understand the 'why' before any financial decision. No pressure, ever.

โšก

Response Within 48 Hours

Every inquiry is acknowledged within 48 hours with a call scheduled at your convenience. Complaints resolved within 15 working days per AMFI Code.

Connect directly

WA+91 91361 56998 ๐Ÿ“ž+91 22 31591192 โœ‰๏ธcharmiparesh@torientservices.com

"You don't need more financial products.
You need someone who stands beside you
when life happens."

We are that someone. One conversation is all it takes to begin a lifetime of financial clarity.

Book Free Consultation โ†’ ๐Ÿ’ฌ WhatsApp Us
25+
Years of Trust
1,500+
Families Served
15+
Countries
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future returns. | Torient Services LLP ยท AMFI Registered MF Distributor (ARN-306983) ยท Valid 10 Sep 2024โ€“09 Sep 2027 ยท APMI Registered PMS Distributor (APRN-08039) | Disclaimer ยท Commission Disclosure ยท SEBI SCORES ยท SMART ODR