Vivek Shah

Vivek Shah I am Vivek Shah, practicing financial planner and a SEBI Registered Investment Advisor. Hello, I am Vivek Shah.

I am a practising financial planner and a SEBI Registered Investment Advisor. My mission and purpose is “ To nudge, act and inspire people to move out of their limiting paradigm by giving them clarity on money management & achieving their financial goals, with the ultimate goal of making their lives more secure and happy through financial freedom.”

20/10/2022

The festival of lights is an auspicious time to start something new. It’s the perfect occasion to start Investing in an SIP, which can help you plan your annual expenses and achieve life goals. Watch the video to learn about the benefits.

12/10/2022

Amidst Diwali's festivity, there are some important financial lessons to be learnt. From making arrangements to buying gifts for everyone, every activity teaches us something. I wish you a bright and prosperous Diwali and hope you implement the learnings from this video in real life. Follow me on my social media channels for more informative videos.

28/07/2022

If you have ever been on a roller-coaster ride, you can learn a very valuable lesson about investing in the equity market. Watch the video here to understand that one must enjoy the highs and be calm and consistent during the lows to get the best out of the market. Follow me on my social media channels where I share such easy to understand lessons.

25/07/2022

Creating a process always helps us achieve goals within a timeline. The reason why I have created a 9-steps process, divided in 3 main phases of Dream, Plan and Achieve, to help you to move from Financial Confusion to Financial Freedom. It helps in eliminating emotional barriers so you can make more effective financial decisions. Do go through the steps and share your thoughts with me. For further information you can connect with me at [email protected]

23/07/2022

Can attending a party turn into a lesson for your attitude towards your investment? You will be surprised that it can! Watch this video that explains nothing is more rewarding than discipline. Market research, churning and timing can help but staying consistent and patient is the most important aspect of investing. Follow me on my social media channels where I share such useful information.

19/07/2022

The majority of investors are carried away by their desire to create wealth. Influenced by emotion, they miss out on insuring their life and health. They believe the same money should be invested rather than paid as a premium. I consider it my responsibility to make my clients aware that it is critical to insure before they invest. As in the case of an unfortunate event (death or medical emergency), lack of insurance can be fatal to your investment. Follow me on my social media channels or reach out to me at [email protected] for answers to your financial questions.

11/07/2022

The more the options, the more the confusion. Making a great choice needs the knowledge and expertise to compare, judge and select the investment options that can help you achieve your goals. Do reach out to me at [email protected] for making the right choice.

22/06/2022

The in-flight safety announcement can also teach us about our investments. Like when the weather conditions are bad, we need to be seated and tighten our seat belts. Similarly, we also need to stay invested in all market conditions and focus on our destination which isa financial goals. Another great thing to learn is that one should listen to the experts advise for our safety. Watch the video for better understanding here

19/06/2022

While planning your finances to meet your life goals like a child's education and marriage, involve them in the process. It is an important life lesson you can impart to help them become independent and responsible. Write to me at [email protected] to plan for your child's future.

14/06/2022

Your hard earned money deserves the opinion of experts and not the common beliefs. Watch this interesting story to understand the very basic rule of investment through an interesting story here.

08/06/2022

A golden hen is your continuous source of golden eggs. It does not lay all the eggs in one go. Instead it gives you returns slowly and steadily - just like your investment portfolio. I have tried to draw a parallel between the two to help you understand the significance of allowing your investment the time to grow. Enjoy the video here.

Address

Shop 18 Shree Vallabh Apt, near Kamlavihar Sports Club, Mahavir Nagar, Kandivali (w)
Mumbai
400067

Telephone

+919769881877

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