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Shital Shah | A G Financial Services | AhmedabadShital Shah | A G Financial Services | Ahmedabad

Shital Shah

A G Financial Services•Ahmedabad,GJ
Paldi,
Ahmedabad, GJ, 380007
Paldi, Ahmedabad, GJ, 380007
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About

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

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

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review