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  ...