Viral Shah

Pahal Financial Freedom•Ahmedabad,GJ

F 1001 Kavisha Atria, near Club O7 Road, opp. Turquoise Blue, Shela,

Ahmedabad, GJ, 380058

F 1001 Kavisha Atria, near Club O7 Road, opp. Turquoise Blue, Shela, Ahmedabad, GJ, 380058

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About

Viralkumar Shah is a qualified B.E. Mechanical Engineer, PGDM Operations & Finance, Certified Financial Planner CM – USA, RVCC Certified, EFP, MFP, and IRDA Certified. He has more than 10 years of experience in the Personal Finance Industry. “We are on Mission to Educate 1 Lakh People about Financial Literacy and Empower them to Live Financial Confident, Stress-free, Happy and Prosperous Life through our SFP and SMM Process.” We are driven by the desire to understand people and their desires, their dreams, and their fears and provide money solutions to address their needs.

Practice at a glance

Years of Experience

100

Families Served

₹100

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

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Loan Against Securities

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review