Zankhana Nimesh Shah - Chartered Accountants Advisor in Stock Exchange, Mumbai

Zankhana Nimesh Shah - Chartered Accountants Distributors

Member since Jul 4, 2013

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zankhana@moneycareplanner.com

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About Me

In 2002, MoneyCare Financial Planning was started by Ms. Zankhana Shah. But the journey of MCFP started long back with her, when Zankhana was qualified as a Chartered Account in the year 1997. Being a daughter of financial expert, Zankhana learned the art of managing finances right from her early days. Her passion towards the financial markets ultimately lead her to the destiny. Therefore, she chooses her profession as a financial advisor and started working in her father’s Stock broking Firm ‘J.J. Bhabhera Stock Brokers Pvt. Ltd’ as a trader. Few years down the line, she qualified as a Certified Financial Planner (CFP) while MCFP was founded and Zankhana was one of the first female, who were a practicing financial planner with the qualification of CFP.

About Work Experience

Founded way back in 2002, Money Care Financial Planning is one of the India’s pioneering financial planning practices. Being one of the pioneer’s, we observed the long gap in the wealth management sector as to what the client’s requirements were and what they were been offered. We made an honest initiation to bridge this gap and portray the client’s perspective to the industry. We have brought the awareness regarding the wealth management among the people and are able to guide them in their journey by showcasing the various case studies and sharing our experience through various media, publications, interviews and social platforms. We initiated the idea of developing a fiduciary relationship with the client. So, over a period of time we have witnessed the huge impact it has created and the changes it has bought in terms of support and transparency and thus were able to contribute to the industry in our own way. Being a boutique firm, we have designed a holistic way of approaching the financial situations, which help us to understand the nature of the client’s requirements and thus we could develop customized strategies covering all the aspects which might have an impact on the financials decisions. In order to take the right decision, it is very much essential to understands one’s lifestyle and draw out the current scenario and predict the most realistic future needs. Services and advisory offered – 1) Mutual fund 2) Direct Equity 3) Debt 4) P2P Investments 5) Wealth management 6) Portfolio Review 7) Crypto Advisory 8) Financial Planning 9) Insurance 10) Investment Management 11) Risk Profiling

Experience & Qualification

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