Shah Financials

05/08/2025

17th MFRT — My First, and Truly a Landmark Experience.
Every moment was filled with learning, inspiration, and unforgettable energy. 🙏✨

💬 Anil Singhvi – Managing Editor, Zee Business
🧠 Dhananjay Banthia – Business Coach & Mentor
🌏 Sanjeev Sanyal – Member, Economic Advisory Council to the Prime Minister
🧭 Anuradha Prabhu Desai – Behavioural Finance Coach
🗣️ Palki Sharma – Senior Journalist
🎭 Anupriya Goenka – Actress

💼 Meeting and discussing with the stalwarts of the mutual fund industry was a true privilege:
• Aashish P. Somaiyya – CEO, WhiteOak Capital MF
• Kalpen Parekh – MD & CEO, DSP Mutual Fund
• D. P. Singh – Deputy MD & CBO, SBI Mutual Fund
• Prateek Agrawal – MD & CEO, Motilal Oswal AMC
• Karan Datta – Former CMO, Axis Mutual Fund
• Navneet Munot – MD & CEO, HDFC Mutual Fund


✨ The panel discussions with industry stalwarts were packed with insights, experiences, and forward-looking ideas. Each speaker brought a unique lens on where our industry is headed and how we can grow with it.

As a first-time participant, I felt deeply inspired and energised.
The sessions lit a new spark in me — with fresh perspectives, powerful takeaways, and a sense of pride in being part of this evolving profession.
The networking, the conversations, the atmosphere — everything was electric.

🧘‍♀️ And the absolute highlight for me — being given the opportunity by the ASK Circle Committee to host the Yoga session for all the attending distributors. Blending wellness with our financial journey was truly fulfilling. A moment I’ll always carry with gratitude and joy.

MFRT 2025 will always remain special — the place where new ideas bloomed, connections were made, and my journey as an MFD took a whole new turn.

With all these insights, inspiration, and energy — I know one thing for sure:
👉 I’m ready to play my part in India’s growth story. 🇮🇳📈

25/07/2025

I didn’t start in finance.
I came from a completely different world—creativity, design, emotion.
But what pulled me here was something deeper:
The desire to help people feel secure, confident, and free from financial worries.

Today, when I take a financial literacy session, I see more than numbers.
I see the stress behind the smiles, the fear behind the questions…
and the relief when someone finally says,
“Now I get it.”

Because understanding money is powerful—not for the sake of wealth, but for the freedom and peace it brings.
And that freedom? It’s happiness.

This journey—from a creative background to helping others financially—has shown me that purpose evolves.
And mine is simple:
To make money feel less scary, more human… and truly empowering.

Let’s build wealth with clarity. Let’s create happiness with knowledge.
One session at a time.

27/05/2025

Believe in India. Believe in its economy!

Start investing today — build your future, create lasting wealth.🇮🇳💹

18/01/2025

Sanmarg - 18.01.2025

Over the past few decades, Rural India has transformed into a thriving hub of growth and opportunity. It’s not just about rising incomes—average annual savings in rural households are growing too, showcasing a brighter and more secure future!
Invest now!

06/01/2025

24/11/2024

FASHION TO FINANCE!

Completing the Network FP Qualified Personal Finance Professional (QPFP) program marks a proud milestone in my career journey. Transitioning from fashion to finance was a challenging yet rewarding transformation, driven by perseverance and passion.
Guided by ethics at the core—expertise, transparency, integrity, and a holistic approach—I will prioritize clients above all, delivering solutions-driven outcomes with unwavering dedication.

With certifications like AMFI (mutual funds), IRDA (insurance), and now QPFP, I am well-equipped to offer expert guidance in the distribution of investments and insurance products. These credentials underscore my dedication to professional excellence and delivering personalized financial solutions.

Each achievement adds another feather to my cap, reflecting my commitment to continuous learning and growth. My goal is to help clients to make informed financial choices, aligning their aspirations with a secure, ethical foundation. Together, we can build a brighter and financially sound future.

I want to thank the entire Network FP team (Sadique Neelgund, QPFP® Dipin Chachlani) for their constant support & guidance throughout and Dad (Bhavesh Shah) for your constant encouragement and showing me the path to achieve the success.