About Founder

Saket Shah is a dynamic and seasoned professional with over a decade of expertise in Investment Advisory Services. Based in Mumbai, India, Saket has demonstrated excellence in advising clients on direct equities and various wealth management products, providing strategic financial guidance tailored to individual needs.

Saket holds an MBA in Finance from ICFAI Business School, Mumbai, He is also a CFA Charter holder having successfully cleared all the 3 levels of prestigious CFA Exam from the CFA Institute, USA, showcasing a commitment to advanced knowledge in investment analysis and portfolio management. He graduated in Commerce from Sydenham College of Commerce & Economics, Mumbai.

Saket is equipped with several industry certifications, including Investment Adviser Certifications (Level 1 & 2), Portfolio Management Services (PMS) Distributors Certification, Portfolio Managers Certification, and Research Analyst Certification from the National Institute of Securities Markets (NISM) amongst others.

In his career in Wealth Management which spans more than a decade with leading wealth management firms like Reliance Wealth & ICICI Securities, Saket has been instrumental in managing portfolios of Ultra HNI, HNI, and corporate clients. Notably, Saket has consistently received the highest ratings, demonstrating his exceptional performance and contribution to the firm.

Saket's multifaceted professional journey reflects his commitment to excellence, client-focused approach, and continuous pursuit of knowledge in the ever-evolving landscape of wealth management and investment advisory services.