About Us

At ValU, our story is one of legacy and commitment—a journey that began in 1945 with a passion for financial enlightenment. Founded by the visionary Mr. Jayantilal Shukla, we embarked on a mission to educate and empower individuals about the power of financial planning.

Guided by his principles, his son, Mr. Umesh Shukla took the reins in 1983, steering the organisation towards new horizons. The company was then registered as Jury Investment Mall Pvt Ltd, incorporated on 25th April, 2008, formerly known as Jury Financial Services Pvt Ltd.

He has been working passionately over the years to create a value-driven model which results in a win-win-win situation for clients, financial advisors as well as the financial product manufacturers. He has been a mentor and guide to various financial professionals. Under his leadership and vision, the company scaled new heights – touching more than 12,000 families across the world.

Our team includes loyal, dedicated and qualified colleagues who are with us since over 2 decades, including Certified Financial Planning professionals, Chartered Financial Analysts and Chartered Accountants.

With the expertise of his daughters, Jeni Shukla Chaudhary, CFA®, and Yesha Shukla, CFP^CM, the family-oriented business has been growing from strength to strength.

Personal Guidance

We understand that each financial journey is unique. Our dedicated team takes the time to listen, comprehend, and strategize alongside our clients. Whether it’s planning for retirement, securing a child’s future, or achieving investment goals, our personalized approach ensures that every step is aligned with their aspirations.

Foundations of Trust

At ValU, our ethos rests on distinct pillars
that define our commitment:

ValU Known As Jury Investment Mall, Crafting Lifelong Financial Wellness Since 1945

ValU rises above the commitment to your trust and financial well-being. As enduring partners, we go beyond numbers, ensuring a personalized journey towards your financial health. With ValU, you’re not just a client; you’re an integral part of a promise, a relationship built on transparency, commitment, and financial prosperity.

ValU, reaching local communities and global hubs, is a name you can trust. Our financial solutions connect globally, promising a bond that understands your unique financial journey with ease and unwavering commitment.

1945 - 1983

Late Shri Jayantilal Shukla pioneers
financial advisory in 1945.

Builds a loyal clientele advising on LIC,
Post Office, PPF, RBI Bonds, and UTI.
1983 - 1995

Mr. Umesh Shukla (son of Jayantilal Shukla) joins
in 1983, starting as a UTI agent.

Becomes an LIC Club member and Chief
Representative of UTI in 1987.

Receives accolades, including CNBC’s ‘Advisor of
the Year’ nomination.

Investor Awareness Programmes were initiated as early as 1988 – way before SEBI made it mandatory.
1995 - 2005

ValU becomes the first-ever UTI Franchisee in 1995.

Office inauguration in Valsad by then-Chairman Dr. S. A. Dave.

ValU expands services to cover all mutual funds.
Introduces insurance products beyond LIC, and later adds General Insurance.

ValU becomes one of the early adopters of Portfolio Management Services (PMS) when PMS was new in India.
2005 - 2015

ValU expands geographically with new branches and tech upgrades, bolstering research foundations.

Prioritises employee empowerment through training, support, and early investment in professional courses like CFP since 2008.

Reached a milestone of more than 500 Investor Awareness programs spanning diverse demographics and sectors, from hospitals to NGOs and corporations.

Constant evolution transforms ValU into a boutique wealth management firm.
2015 - Present

Daughters of Mr. Umesh Shukla join, ensuring a family legacy.

ValU continues to be early adopters by adding new age products to the basket to enable better customization and to provide best-in-class solutions for clients.

ValU thrives as a relationship-oriented firm, offering holistic solutions.

A dedicated team, with over 35 years of experience, fuels ValU’s success.

1945 - 1983

Shaping Success

Felicitated with CFA charter award by Mr. Jayesh Gandhi CFA, then President IAIP and Senior Portfolio Manager Birla Sun Life AMC

Nippon India Mutual Fund award by Executive Director & CEO of Nippon Life India Asset Ltd. Mr Sundeep Sikka

Qualified as Top of the Table, HDFC life in 2023 MDRT program

100 Million + club award by Liquiloans – 2024

Aditya Birla Select Award by MD & CEO of ABSL Insurance Mr. Kamlesh Rao-2023

Conducting Investor Awareness Program for the employees of MyGate company in Bangalore- 2023

ICICI chairman’s circle award by MD & CEO Mr.Nimesh Shah and CIO Mr.S Nareen for 2015-2016

Awarded by Mr. U. K. Sinha

- Former Chairman, UTI

Established Franchise in India for Unit Trust of India

- Surat Divisional Manager

Honoured & Awarded by Mr. M Parameswaran

(Former CEO & Director, UTI Tech Services)

Honoured by Mr. Debashish Mohanty in 2015 – Farewell as UTI Franchisee

Awarded by Former Unit Trust of India Chairman

- Mr. P S Subramanyam in 1999.

Awarded by Executive Trustee of Unit Trust of India

- Dr. P J Nayak

Inaugurated Office in 1995

- with Mr. Siddharth Lalbhai (then chairman of Atul Ltd) and Dr. S A Dave (then chairman of UTI)

Mr. Jayantilal Shukla awarded by Mr. Madadev Desai, LIC

- Surat Divisional Manager

Awarded by Dr. S A Dave Former Chairman, Unit Trust of India.

Awarded by Mr. Jagdish Capoor

- Former Deputy Governer, RBI and Acting Chairman of UTI

Our Vision

To empower individuals and families worldwide with financial knowledge and opportunities, fostering a future of prosperity and security.

Our Mission

We strive to educate, guide, and innovate, offering personalized financial solutions and a comprehensive range of investment opportunities. Through trust, transparency, and expertise, we aim to build enduring relationships and create a world where everyone can achieve their financial aspirations.

Our Commitment

We stand firm on the belief that financial well-being is not just about numbers—it’s about fulfilling dreams and nurturing relationships and legacies.

With ValU, embark on a journey where your financial goals become our shared mission.

Our Team

Umesh Shukla Founder & Managing Director

Umesh Shukla

Founder & Managing Director

Umesh, a financial veteran since 1983, pioneered as a Mutual Fund Advisor with Unit Trust of India. Recognized in 1987 as Chief Representative for two districts, his leadership and mentorship impacted over 350 agents. In 1995, he etched history, inaugurating India's inaugural UTI franchise office in Valsad. Regular accolades as a Zonal or National Level Topper and membership in LIC's Chairman's Club underscored his commitment. Expanding Jury Investment Mall Pvt. Ltd., Umesh transformed it into a one-stop financial solution. His vision earned a 'CNBC Best Financial Advisor' nomination, showcasing dedication to ethics, enduring client bonds, and industry betterment. Umesh, a dynamic leader, continues to shape ethical practices, fortify client connections, and advance the advisory community.

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Gokul Parekh, CFP President & CFO

Gokul Parekh, CFP

President & CFO

Gokul, with a rich 25-year journey in Personal Finance, is a driving force at ValU. His passion for learning catapulted his swift growth within Jury Investment Mall Pvt Ltd. Currently, Gokul not only leads our team of financial planners but also manages the entire operational spectrum of the company. A Certified Financial Planner, Gokul brings practical wisdom in comprehensive financial planning and taxation. His profound understanding of financial products, including mutual funds, insurance, and portfolio management services, showcases his expertise. Gokul's remarkable contributions have earned him a coveted spot in the prestigious HDFC Standard Life Million Dollar Round Table (MDRT) team.

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Mehul Parekh Head of Business Development

Mehul Parekh
Head of Business Development
With an extensive 29-year journey in financial services, Mehul is a seasoned professional at ValU. Previously contributing for 5 years at Axis Bank, Mehul has been the backbone of our organization for over two decades. His dedication to exceptional service, insightful advice, and personal engagement establishes him as a vital pillar in our team.

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Jeni Shukla Chaudhary, CFA® CEO

Jeni Shukla Chaudhary, CFA®

CEO

Jeni embarked on her professional journey as a Citigold Wealth Manager at Citibank N.A. where she skillfully managed client accounts, individual investment portfolios, and provided trade advisory, forex, and commercial banking services for SME clients. In 2010, she interned at UTI Asset Management Company, delving into research within the Portfolio Management Services (PMS) division. From 2012 to 2021, Jeni served as Research Head at Citrus Advisors, a startup founded by Mr. Sanjay Sinha (ex-CEO, L&T Mutual Fund). In 2021, she joined ValU Wealth Care, bringing her expertise in market and financial product research, portfolio management, business development, and team-building. Jeni holds an MBA (Finance) from the Symbiosis Institute of Business Management and a B.A. (Economics) from Mumbai University, where her academic excellence earned her awards and scholarships. Since 2017, she has held the esteemed title of CFA (U.S.A) Charterholder.

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Yesha Shukla, CFP COO

Yesha Shukla, CFP^CM

COO

Yesha Shukla commenced her professional journey in 2013 with Mumbai-based CA firm Banshi Jain & Associates. There, she proficiently managed income tax returns, tax certifications for DTAA compliance, and engaged in compliance audits for stock brokers and CDSL depositories. In 2017, Yesha transitioned to Jury Investment Mall Pvt. Ltd. Bringing extensive expertise in tax planning and personal financial planning, Yesha plays a pivotal role in our core team. Her responsibilities encompass driving new initiatives, optimizing process flows, leading in the tax domain, conducting financial product research, and contributing to the succession planning division. A graduate from HR College of Commerce & Economics, Mumbai, Yesha is also a Certified Financial Planner (CFP) from FPSB, USA.

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Upeksha Patel Head of operations and grievances

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Dhvanij Topiwala Head of Operations and Administration

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Ritesh Patel Insurance specialist

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Kaushik Patel Customer Service Specialist