As the first person in Gujarat to finish the CFP in challenge status program (in three months flat), Shital has been helping clients and their families with personal finance and wealth building through investment decisions for over 26 years.
My mantra: We cannot plan to win a jackpot, but by exercising discipline as an investor we will definitely hit a few jackpots during our investing career. I am a big believer in the role that behavioral aspects, more than most other things, decide the success of your wealth generation goals.
Practice at a glance
26
Years of Experience
1000
Families Served
₹575
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
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Mutual Funds
Complimentary Services
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