Vivek Shah
Finrise•Mumbai
76/70, Suryadarshan CHS, Satyanagar Road, Mahavir Nagar, Kandivali West,
Mumbai, 400067
76/70, Suryadarshan CHS, Satyanagar Road, Mahavir Nagar, Kandivali West, Mumbai, 400067
Practice at a glance
15
Years of Experience
400
Families Served
₹1,000
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
SEBI Registered Investment Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
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
Complimentary Services
Get any of the free services to experience working with Vivek Shah.
30 Minute Q&A — Ask Me Anything
Mutual Fund Portfolio Review
Stocks Portfolio Review