Services
Video meeting . 15 mins
Quick Discovery Call
Unsure where to begin? Let’s map your next step in 15 mins
Video meeting . 30 mins
Insurance & Risk Protection
Comprehensive coverage for life/health/home/business
Video meeting . 45 mins
Wealth & Investment Strategy Education
Turn your life goals into a structured investment roadmap
Priority DM . 2 days reply
Ask any questions
Got any doubts about finance, insurance, or investments?
Video meeting . 30 mins
Claims & Advisory Support-Health and Life
Navigate claims and maximize settlements
Package . 2 products
Wealth and Risk Strategy
Wealth & Investment Strategy Education
Video Meeting
1
Insurance & Risk Protection
Video Meeting
1
About me
Shaili Shah is a Chartered Accountant, Company Secretary, and CFA(2 levels), and a second-generation leader at Sky Pi Financial Services LLP, a 30-year-old Mumbai-based wealth management firm with 4000+ clients and ₹800+ crores AUM.
Recognized with one of the industry’s most prestigious mutual fund awards, she is celebrated as a visionary in finance.
Before joining the business, Shaili gained rich corporate experience working with two of India’s largest asset management companies and a pension fund, where she played a crucial role in fund management and product strategy for mutual fund houses.
Passionate about financial literacy and investor empowerment, she has conducted numerous Investor Awareness Programs, reaching thousands of individuals.
She also teaches financial planning, CFA, and CFP courses as an affiliated instructor with Mumbai University and NMIMS.
A Top Voice on LinkedIn, Shaili’s insights have been featured in ET Now, Mumbai Samachar, and BW Businessworld, further cementing her reputation as a trusted voice in finance.