It was an excellent session with Shubham. Shubham came well prepared for the session with updated Portfolio for me. He explained pros and cons every fund in details. Addittionally, He added two unique funds in current portfolio. After the explanation of funds, He allowed me to ask my doubts and questions.He answered my each and every question/doubts with in the portfolio or outside the portfolio. He also extends discussion more than the scheduled time which shows that Shubham is highly motivated and devoted to resolve the queries of the client and make session successful. I am extremely satisfied with outcome of session and highly appreciated Shubham efforts and his entire team. I highly recommend Shubham and his team.
Prateek Shrivastava
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He was eager to listen and give his recommendation ,he was very calm and precise.
Rushabh Mehta
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It’s been very fruitful talking to Shubham. He has patiently discussed my overall portfolio and answered all of my queries. I would recommend him for the financial advice
Anupam Modi
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The session with Shubham was very helpful. He offered alot of insight and I liked his approach and reasoning behind the recommended portfolio. Even though we overshot our time, he patiently answered all my questions. Thanks Shubham!
Shreya Shanbhag
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Shubham is a unique in giving advice as his approach is not followed by lot and I was looking for such people for a long time .Thanks I would recommend going with him again
Anonymous
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Shubham, comes with good industry Knowledge and good experience from financial services market. He has been friendly and answered all my queries and provided a good guidance. Very very helpful insights he has shared. Great advises. If you want to get your MF portfolio right, talk to him.
“Shubham is incredibly knowledgeable and has a clear expertise in his field. He was very patient throughout our consultation call, taking the time to explain complex concepts in a way that was easy for a beginner like me to understand. I highly recommend him.
Ruchi
19th Jan, 2025
About me
I'm on a mission to build a ₹100 Crore net worth, and I'm documenting the journey in public.
Not because money is the end goal.
Because wealth creates the freedom to build meaningful businesses, fund ideas that matter, support charities, and create long-term impact.
I share what I'm learning about building wealth through business, investing, AI, and leverage—the wins, the mistakes, and the lessons along the way.
If you're interested in thinking differently about money, making better financial decisions, and following the journey of building something meaningful from scratch, you're in the right place.
Shubham has the talent of breaking the most complex definitions to their simplest form for his audience. Keep doing the good work !!
