Kirtan Shah, CFP

Kirtan Shah, CFP Investment Management | ARN - 306070 I have been awarded with Young Entrepreneur Award and Mother Teresa Excellence Award for my contribution to BFSI.

I am a serial entrepreneur running businesses in the areas of Wealth Management & Financial Education

As a formal Executive Director with a BSE Listed NBFC, I bring deep insights to Banking & Treasury Management. In my current role I am building Credence Wealth Advisors ( at group level, we manage upwards of 5000 cr. of assets) & Financial Planning Academy. I am on the board of studies & academic

council of multiple reputed colleges in Mumbai & a sub committee member of Rashtriya Uchchatar Shiksha Abhiyan (RUSA), a scheme for higher education in India initiated by the Ministry of Human Resource Development, Government of India. In my quest to both learn and share knowledge and experience, have co-authored 3 books on Capital Markets and am a frequent guest on CNBC TV 18, CNBC Bajar, ET Now, ET Now Swadesh, Zee Business, Bloomberg Quint, ET Wealth, LiveMint & Money Control.

Address

Mumbai
400092

Telephone

9920772082

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