Rohit Shah

Getting You Rich is a customer-centric financial planning firm with over 11 years of experience in helping Indian families—both in India and abroad—achieve clarity and control over their financial lives. The firm’s mission is simple yet powerful: to help individuals live the life they want by building a secure and sustainable future for themselves and their loved ones. As SEBI-Registered Investment Advisers, the team acts as trusted custodians of their clients’ financial well-being, ensuring that every recommendation aligns with their best interests.

The firm’s approach combines metrics-based insights with a personal, empathetic engagement model. It specializes in working with C-suite executives and professionals, offering grounded, data-driven advice and long-term financial strategies. Each engagement begins with a detailed review of a client’s current financial situation and evolves into a structured roadmap that covers cash flow, assets, liabilities, risk management, and goal planning. The team prides itself on its high client retention ratio, a reflection of the deep trust and enduring relationships it builds.

Founded in 2012 by Rohit Shah, Getting You Rich started modestly in a Mumbai apartment and grew through dedication, transparency, and educational outreach. By offering insightful personal finance content and focusing on genuine financial empowerment, the firm built its reputation one family at a time. Guided by values of Integrity, Client First, Commitment, Empathy, and Ownership, Getting You Rich continues its mission to make personal finance simple, structured, and stress-free—one family, one plan at a time.