Nishith Shah | Nishith and Associates

Practice at a glance

23

Years of Experience

250

Families Served

₹75

Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN 19015

IRDAI Licensed Insurance Agent (General)

A0001339

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Nishith Shah.

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Risk Profile Assessment

Tax-Saving Review