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Kesha Shah | Tyche Financial Planners | Mumbai

Kesha Shah

Tyche Financial Planners•Mumbai
1048 HUBTOWN SOLARIS, DR N S PHADKE ROAD, ANDHERI EAST,
Mumbai, 400069
1048 HUBTOWN SOLARIS, DR N S PHADKE ROAD, ANDHERI EAST, Mumbai, 400069
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About

Kesha Shah is co-founder and expert financial planner at Tyche Financial Planners. She is a CERTIFIED FINANCIAL PLANNERCM , a globally recognised Financial Planning qualification granted for her excellence in meeting standards of education, examination, experience and ethics. A master’s degree in finance from K J Somaiya Institute of Management Studies and working experience of 10 years has helped her specialise in Total Financial Planning. Developing investment strategies by providing personalised financial services has always been the key motto for her clients. She emphasises on providing practical solutions to help achieve financial goals by drafting effective and systematic financial plans.

Practice at a glance

10
Years of Experience
200
Families Served
₹250
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Kesha.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint