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 Shah.