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Jay Shah | Finwisor | MumbaiJay Shah | Finwisor | Mumbai

Jay Shah

Finwisor•Mumbai,MH
703, Corinthian, Linking Road, Khar West, Mumbai,
Mumbai, MH, 400052
703, Corinthian, Linking Road, Khar West, Mumbai, Mumbai, MH, 400052
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About

Hi, I am Jay Shah, an entrepreneur with an inclination to transform clients' lives. I am the Founder and CEO of Finwisor. At Finwisor, we are very happy to make world-class financial services accessible and affordable. As a result of our Beyond Basics philosophy, we usually end up helping our clients well beyond our scope through management consultancy, marketing, strategy, loan optimizations, etc. We enjoy the process of making a difference. I am a CA (AIR 10 - CPT) and MBA (IIM L). Former Consulting Intern at Alvarez & Marsal. I am also the co-founder of a social initiative- The Positivity Project which has given me more happiness than any other initiative. We currently have over 850 members, with over 250 community visits, reaching out to over 3000 people. I have also been a former volunteer teacher at Asha Kiran School on Wheels.

Practice at a glance

7
Years of Experience
100
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment:₹1,00,000 & more
Min Lumpsum Investment:₹50,00,000 & more
Nature of earnings:Fees
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Senior Management, HNI Families
Language Spoken:Hindi, Gujarati

Qualification Completed

CA – Chartered Accountant

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-166452

APMI Registered PMS Distributor

APRN05431

SIF Distributor (AMFI)

ARN-166452

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XIII: Common Derivatives Certification

Can help you to

Organize Financials
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Global Investing
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

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