Smit Hitendra Shah

Mamta Shah Financial Services

Certified Financial Planner

Service Location

Vadodara

Professional Licenses

FPSB

#IN151443

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

411, National Plaza, R C Dutt Road, Alkapuri. Vadodara.

Website

https://www.mamtashah.in/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Smit Hitendra Shah

At Mamta Shah Financial Services, family values lie at the heart of their business, as they are a family-owned establishment. Their mission is to guide you on your financial journey and help you achieve your financial aspirations. They consider their clients an extension of their own family, prioritizing their well-being and financial success. Their commitment to providing unparalleled support doesn't end with advice; it extends to the vital after-sales service, ensuring that you're never left to navigate the financial landscape on your own.

What sets them apart is their dedication to putting their money where their mouth is. Before recommending any financial product, they invest in those products themselves, which underscores their trustworthiness and commitment to your financial well-being. At the helm of Mamta Shah Financial Services is Smit Shah, an engineer by qualification and a Certified Financial Planner recognized by the Financial Planning Standards Board. With a remarkable career spanning six years, Smit has garnered extensive experience in areas such as quality assurance and technology integration. In addition to his professional commitments, Smit enjoys spending his free time engaged in sports, cherishing moments with friends and family, and enhancing his well-rounded perspective.

Based in Vadodara (Baroda), Gujarat, Smit Shah proudly serves as the General Manager of Mamta Shah Financial Services. His role encompasses overseeing the insurance vertical, conducting product research, driving business development, and providing top-notch client services. They invite you to become part of their extended family and entrust them with your financial journey.

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