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Nirja Shah | Sumraksha Financial Services LLP | Ahmedabad

Nirja Shah

Sumraksha Financial Services LLP•Ahmedabad
Coporate Road,
Ahmedabad, 380051
Coporate Road, Ahmedabad, 380051
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About

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.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Mutual Fund Portfolio Review
Retirement Readiness Check