Pritesh Shah operates as an individual SEBI Registered Investment Advisor (INA000012351) based in Mumbai, India. The firm is built on a "fee-only" model, meaning it earns revenue directly from clients for advice and does not receive commissions from selling financial products, aiming to provide conflict-free and unbiased financial guidance. The core mission is to help clients achieve their financial goals through comprehensive financial planning, which includes retirement planning, investment management, and wealth creation strategies, with a focus on long-term, goal-based investing.

Founded in

India