Jaymin Shah

Founded in April 2018, the firm embarked on its journey as a SEBI-Registered Investment Advisor with a mission to empower clients through thoughtful, disciplined, and personalized investment strategies. The early years were dedicated to building a strong foundation — gaining a deep understanding of the investment landscape, assembling a committed team, and serving a select clientele with integrity and precision. Over time, the firm honed its expertise in risk profiling, asset allocation, and designing robust investment frameworks across both equity and debt markets, establishing itself as a trusted advisor in the financial ecosystem.

The firm’s approach is grounded in a comprehensive understanding of three pivotal parameters — return expectations, risk profile, and time horizon — that collectively define every client’s investment journey. By aligning investments with specific financial goals, ensuring portfolios reflect individual risk tolerance, and structuring strategies that adapt to evolving time horizons, the firm ensures each plan remains both resilient and goal-oriented. Guided by the belief that compounding and entrepreneurship are the true engines of wealth creation, it emphasizes long-term investment discipline as the key to achieving lasting financial success.

Jaymin Shah, the Investment Advisor, brings over nine years of experience in financial research and advisory. Beginning his career as a Management Trainee at Bajaj Allianz Life Insurance, he has since developed deep analytical expertise backed by a strong educational foundation — an engineering degree complemented by an MBA from Nirma University. Beyond his professional pursuits, Jaymin is passionate about reading and sports, particularly volleyball, basketball, and tennis, reflecting his balanced and dynamic approach to both work and life.