Vishal Shah
Bachhat•Pune
Lorelle, Wakad, Pune,
Pune, 411057
Lorelle, Wakad, Pune, Pune, 411057
About
Practice at a glance
22
Years of Experience
80
Families Served
₹150
Crores Managed
Practice Details
Min Monthly Investment:₹1,000
Min Lumpsum Investment:₹10,000
Nature of earnings:Fees
Mode of Meetings:Virtual, Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives
Language Spoken:Hindi, Marathi, Gujarati
Qualification Completed
CA – Chartered Accountant
Licenses Held
SEBI Registered Investment Adviser
INA000019220
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)
Industry Education
NISM X-B – Investment Adviser Level 2, NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Vishal.
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