Vivek Shah

Overview

Vivek Shah is a seasoned financial planner and SEBI Registered Investment Advisor with over 18 years of experience in equity investment and financial planning. He is the founder of FINRISE, a financial planning and wealth management firm established in 2011, and has been instrumental in guiding families towards achieving their financial goals through a structured financial life planning process. His mission is to inspire individuals to move beyond limiting financial paradigms by providing clarity on money management and helping them achieve financial freedom. Vivek's investment philosophy emphasizes long-term wealth creation through equity investments, advocating for patience, discipline, and a focus on high-quality companies with sustainable growth. He offers a range of services, including financial life planning, wealth management, and equity advisory, tailored to meet the unique needs of his clients. His approach is client-centric, aiming to simplify financial lives and empower clients to make informed decisions. In addition to his professional endeavors, Vivek is actively involved in the financial advisory community. He serves on the Advisory Board for NetworkFP, India's leading association of financial advisors, and is a founding member of the Association of Financial Life Planners in Mumbai. He has conducted numerous workshops and guest lectures at various educational institutions, sharing his expertise and promoting financial literacy. His commitment to education and mentorship underscores his dedication to the growth and development of the financial planning profession in India.

Investment Focus

• High-quality companies with sustainable growth
• Long-term investment horizon
• Alignment with client's financial goals

Portfolio Companies