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Founders

MR YASHABH SHAH

Managing Partner

Diploma in Financial Planning and Wealth Management
MBA

A young mind who acknowledged the importance of investment, started its research in 2008 and gained enormous wisdom to use it. Honoured with the degree of Diploma in Financial Planning and Wealth Management in 2010, later in 2017, he got associated to provide most efficient returns to the people around. An avid reader and a wannabe orator who Enjoys engaging in sharing stories, ideas and perceptions over a warm cup of coffee.

MR BHAVIK SHAH

Partner

Certified Trading Professional
Engineer

Civil Engineer by profession turned into full time trader. Having more than 8 years of experience, his keen interest lies in chart studies, technical analysis and fundamental analysis. With the acquired knowledge, he serves best to achieve the required target of their clients and investors. Finds solace in the harmony of music and the artistry of mobile photography.

Our Values

To help our clients and their loved ones in achieving the 3F’s

Financial freedom

Financial literacy

Financial preparedness