Wish Worth Wealth - PPF (Public Provident Fund) Distributors
Member since Mar 24, 2020
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About Me
"Wish Worth Wealth" is the modern incarnation of "J. Shah & Co." which has become synonymous with quality investments and personalized service. With the dawn of a new era of technology, we also have become more efficient and data-rich. We aim to adopt the technology-fuelled way of providing service to our clients while preserving the eternal essence of investing wisely.
We have been a pioneer in the investment industry in Surat for over 35 years. We believe in a holistic view of personal finance and the ultimate aim of financial freedom. Today we manage nearly 500 crores in various financial instruments such as Mutual Funds, PMS (Portfolio Management Services), Life Insurance, Health Insurance, General Insurance, Loans, etc. We pride ourselves on the fact that over 1700 families and institutions have already availed of our services.
Our team consists of two generations. One brings their educational and vocational training along with their experience in the fields of commerce and law. The second generation is trying to complement the same with their educational training in computer engineering and a quenching thirst for knowledge. New ideas and execution styles coupled with the knowledge and experience make this duo one of the best mutual fund distribution teams in the business.
We provide a boutique of services under one roof. We also make sure that all financial services related needs of our clients are taken care of either in-house or via references. We firmly believe in creating long-term relationships with our clients and thus provide such a varied range of services and products.
About Work Experience
As an Industry Veteran, Mr Jignesh Shah approaches investments and financial planning not only from numbers' and historical points of view; but holistically. He emphasises on painting a multifaceted financial picture; complete with insurance, tax and estate planning.
He is an industry leader while being Founder and President of SGIFAA; he takes a special interest in promoting Mutual Funds as a profitable and cost-effective investment avenue. He is a firm believer in Investor Education and takes part or organises such IEPs frequently.
Coming from humble a beginning, he has pursued a bachelor’s degree in commerce and law with passion and zest. He works in the centre of the city; in Nanpura and resides on the newly established bank of river Tapi along with his family. He enjoys Long Walks, Theatre and Literature; and always seems to be on a quest of self-improvement.
Formal Education: B.Com., L.L.B.
Alma Mater: Sir K. P. College of Commerce, V. T. Choksi Sarvajanik College of Law
Experience in the Financial Services Industry: 33 Years
Experience in Mutual Fund Distribution: 20 Years
Mr Manthan Shah has excelled at the Research and Analysis part of the business. With the help of his analytical skills developed by formal education in the field of computer engineering, he makes the complex analysis of the economy and mutual funds look like child’s play.
He was placed joint 2nd in the most challenging competition for the financial intermediation business named as one of the “Wisest Advisors in India” by Wealth Forum TV and HDFC Mutual Fund in “Wise Advice Case Competition 2019.”
Formal Education: B.E. (Computer Engineering)
Alma Mater: Vishwakarma Institute of Information Technology, Pune
Part-time experience in the Financial Services Industry: 10 Years
Full-time experience in Mutual Fund Distribution: 5 Years
Experience & Qualification
Qualification
BCom, LLB
Experience as an Advisor
33 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
General Insurance
PPF (Public Provident Fund)
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Will Writing Services
Loan Against Property
Share Tips & Trading Tools
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
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Wisest Advisors in India by Wealth Forum TV and HDFC Mutual Fund
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Best Advisor of the Decade by CNBC TV18 and UTI
Address
Wish Worth Wealth
B-204, Tirupati Plaza,
Behind Bahumali Building, Athwagate,
Nanpura,
Surat,
Gujarat, 395001
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Mutual Fund -
ARN No.
0162 - Validity -
01-01-2050
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