I’m a Chartered Accountant by qualification and an investment advisor by passion. Backed by the legacy of our investment firm, we focus on helping clients. From retail investors to HNIs and family offices, we focus on growing and preserving wealth with clarity and confidence.
I like to keep investing simple, relatable, and tailored, whether it’s guiding a first-time investor or structuring strategies for large portfolios. My approach blends disciplined research with a fresh, young outlook on markets and money.
Practice at a glance
2
Years of Experience
100
Families Served
₹350
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Nirja Shah.