Company Information

Get to know Pritesh Shah SEBI Registered Investment Advisor

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.

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Financial Other Service

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Pritesh Shah SEBI Registered Investment Advisor

India

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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Cyprus

2017

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.