Who We Are
We are a boutique family office built on trust, values, and long-term relationships. Our foundation is driven by a family-first philosophy, focusing on wealth preservation. We combine professional expertise with personal care for every client. Serving as trusted partners, we guide families across generations. Our commitment is to protect, grow, and transition wealth seamlessly. With us, clients experience financial clarity with a personal touch.
Our Philosophy
- We believe wealth is not just about money but about legacy and security.
- Our philosophy is rooted in transparency, ethics, and client-centric solutions.
- Every decision is aligned with clients’ values and life goals.
- We balance growth with risk management for sustainable outcomes.
- Trust and integrity form the core of our advisory practice.
- Our aim is to simplify complexities and deliver lasting financial confidence.
Our Approach
We take a 360° view of wealth—covering investments, taxation, risk, and succession. Every client strategy is personalized, not one-size-fits-all. We combine deep research with innovative financial tools. Risk and reward are carefully balanced for optimal outcomes. We ensure continuous monitoring and timely course corrections. Our approach blends tradition with modern financial practices.
How We Work
- We begin with understanding client needs, aspirations, and risk appetite.
- A tailored roadmap is created, aligning financial goals with life goals.
- Execution is handled with precision, supported by strong research and analytics.
- We maintain ongoing communication and complete transparency.
- Regular reviews ensure portfolios stay aligned with market changes.
- Our clients benefit from proactive, long-term, and trustworthy advisory.
Why Choose Us
Comprehensive 360° Solutions – One-stop advisory covering investments, taxation, risk management, wealth planning, and compliance.
Expertise & Experience – Backed by seasoned professionals with deep domain knowledge across financial products and markets.
Client-Centric Approach – Tailor-made strategies aligned with individual goals, risk appetite, and long-term vision.
Transparency & Trust – Ethical advisory with clear communication, ensuring clients understand every decision.
Technology-Driven Insights – Use of modern analytics, research, and digital tools for accurate and timely financial decisions.
Sustainable Growth Focus – Helping clients build wealth while ensuring stability, security, and future readiness.
Meet The Team
Nimesh Shah LLB - Chartered Accountant
Founder with deep expertise in financial advisory, specializing in market strategy, wealth management, and regulatory compliance. Dedicated to guiding clients through changing economic trends with research-backed insights. Focused on building sustainable value and long-term trust for investors.
Shilpesh Shah - NSE and BSE Licensed Broker
Experienced stock broker with expertise in equity trading, derivatives, and portfolio optimization. Skilled in analyzing market trends to deliver timely and strategic investment decisions. Committed to maximizing client wealth with disciplined risk management.
Ria Shah - Chartered Accountant, Master’s in Investment Management (Derivatives) – Henley Business School (London), CFA Level 1
Expertise in mutual fund advisory with a focus on tailored portfolio strategies for long-term wealth creation. Proficient in derivative trading, leveraging market insights to optimize risk and returns. Committed to delivering research-driven solutions for diverse investor needs.
Anish Shah - Chartered Accountant, CFA Level 3 Candidate
Specialized in equity research with strong skills in fundamental and technical analysis. Experienced in evaluating company performance, sector trends, and market dynamics. Delivering actionable insights to support informed investment decisions.
Ritu Shah - BBA, Master’s of Science in Finance – Babson College (Boston)
Expertise in risk management with a focus on safeguarding investments through structured strategies. Skilled in back-end team management and proven leadership in driving performance and efficiency. Specialized in Portfolio Management Services (PMS) with tailored wealth solutions. Strong advisory capabilities in bonds, ensuring balanced and secure investment growth.