Demo card — sample data only. Not a real business.
Neha Shah
Shah Wealth Partners
Independent Financial Advisor (Sample)
9+ yrs
Experience
320+ families
Served
4.9★
Rating
SEBI-registered investment advisor. Mutual funds, tax planning, insurance and goal-based portfolios for salaried professionals and SMB owners. (Demo profile — sample data only. Not a real advisor; not investment advice.)
Established 2016
Goal-based investment plan
SIPs mapped to retirement, child education, home down-payment.
Tax filing & planning
ITR for salaried, freelancers and small businesses.
Mutual funds (direct)
Zero-commission direct plans, quarterly review calls.
Term & health insurance
Unbiased advice across 12+ insurers.
Estate planning
Wills and nominations for HNI families.
Neha Shah
Shah Wealth Partners
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Offers
Free 30-min financial review
Book a no-cost portfolio and tax review for new clients.
Family plan: ITR + insurance audit
Flat ₹2,499 for both. Valid till 31 March.
About
SEBI-registered investment advisor. Mutual funds, tax planning, insurance and goal-based portfolios for salaried professionals and SMB owners. (Demo profile — sample data only. Not a real advisor; not investment advice.)
Established 2016
Services
Goal-based investment plan
SIPs mapped to retirement, child education, home down-payment.
Tax filing & planning
ITR for salaried, freelancers and small businesses.
Mutual funds (direct)
Zero-commission direct plans, quarterly review calls.
Term & health insurance
Unbiased advice across 12+ insurers.
Estate planning
Wills and nominations for HNI families.
Payments accepted
What customers say
"Neha untangled my mutual fund portfolio and saved me ₹40k in tax. Worth every minute."
— Priyanka R.
"Honest advice, no pushy selling. We finally have a real financial plan."
— Anil & Family
Contact
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