FINANCIAL PLANNER in CHURCHGATE, MUMBAI
I, Chintan Shah, B.Engg, MBA, CFP is an associate partner of Etica Wealth Management Pvt. Ltd. Prior to becoming a part of the Etica family in 2014, I have done internships at AKD Securities (Currency Derivatives), Anagram and Edelweiss (Equity Research). I, then joined my Family Business and was instrumental in doubling the turnover in less than two years. I have always always been passionate about equities, money markets and was actively involved in managing my family’s investments. It was here that I realised the lack of awareness and low financial literacy in the people around me. So, I left the family business in 2014 and found my calling in helping people plan their financials. Since then I have made it my life’s mission to educate and create awareness about financial discipline and financial planning with the help of my Etica team.
I have now more than 10 years experience in Capital Markets and have conducted over 50 Awareness and Education programs in the areas of personal Finance and Wealth Management. In a little over 3 years, currently i am managing around 60 Crs of assets under management across 150 families.