Agenda

Paresh Shah is an Independent Financial Advisor having rich experience over more than 20 years. He used to work for a printing press and later on become a Financial Advisor. His clientele consist of Ultra Retail, Retail and HNIs which includes chaiwala, shoeshine boy, Hawaldar, Panwala, rickshawala, salaried, businessmen, entrepreneurs etc. His main aim is to be a “Manufacturer of HNI”. He has come a long way. The journey was tough yet he sailed through it and emerged as a true friend, guide and philosopher to his clients and fellow professionals/advisors. He has developed his business over 2 decades only by referrals. He does Retirement planning and succession planning for his clients. He practices what he preaches. Even for his business, he has done succession planning. His daughter Charmi Shah is a Certified Financial planner and a Chartered Wealth Manager. Along with this she is also a Risk Advisor (Insurance agent). She has a total work experience of 6 years. She regularly conducts IAPs and Financial Education sessions for young adults. They are on mission to spread financial literacy among the crowd.