About Us

Hina Shah

Hina Shah holds certification from Financial Planning Standards Board India.

She has 12 years of experience in Financial Planning and has a broad base of clients in Mumbai. across India and Out of India.

She is associated with many organization for distribution of various financial products.

She has done Masters in Science from Mumbai University.

Before practicing as CERTIFIED FINANCIAL PLANNER she has worked in Max Life Insurance Co. Ltd. as a IFA for 9 years where she was directly involved in financial planning and investment recommendation to the clients.

She has an in-depth knowledge of financial markets and has a passion for educating clients for a sound long-term strategy for achieving various financial goals like Risk Management of an individual, Children’s education Planning, Retirement Planning, Estate Planning etc.

Her investing expertise includes Equities, Mutual Funds, Real Estate, Debt Investment products.

she is working passionately for creating awareness about financial planning in house wives and working young women.