Shwealth
Verified by SpringPrincipal Advisor: Jay Sheth
SEBI RIA REG NO: INA000019062
At Shwealth, our primary belief lies in simplifying finance and investments whether you are a beginner or experienced investor. Each of our plans are unique and tailored to an individual’s personal situation.
Assisting Individuals build and preserve their Wealth through smart, research driven financial strategies and products.
Services Offered
Comprehensive Financial Planning
Tailored personal finance plans simplifying investments for all levels of experience.
Research-Driven Mutual Fund Advisory
Unique models for Mutual Fund research ensuring a conflict-free approach.
Goal-Based Investing
Aligning your investments with specific financial milestones.
About Shwealth
At Shwealth, our primary belief lies in simplifying finance and investments whether you are a beginner or experienced investor. Each of our plans are unique and tailored to an individual’s personal situation. We have built unique models for Mutual Fund research and preparing flexible personal finance plans. Client’s trust us for our research driven and conflict free approach.
Client Testimonials
“The mutual fund portfolio review done by Jay was an eye opener for me. He clearly showed me the cost of going through an agent. He also showed me how to tie in my investments with specific goals. The attention and time he gave was refreshing.”
High Court Lawyer - Mumbai
“Jay assisted me in transitioning my investments from MF agent to direct schemes. Apart from the saving in commissions, I am more confident about where my investments are being made and how I will reach a corpus to be financially independent.”
Primary Teacher - Mumbai
“I wanted to take a moment to express my sincere appreciation for your help in developing my financial plan. Your comprehensive approach, which included a thorough review of my assets, goals, and insurance needs, provided me with a clear roadmap for her financial future.”
IT Consultant - UAE
Frequently Asked Questions
Do you cater to clients outside of Mumbai?
Yes, we cater to clients across India and NRIs as well
How do you charge fees? Is it a % of AUA?
We only charge a flat fee. We have two plans in which the offering and pricing varies. For customized plans we provide a separate quotation
What do we get in a typical engagement?
A standard engagement would consist of 2-4 Microsoft Teams calls over which the financial plan is prepared and discussed. Post this, we provide: 1. A written report 2. A financial plan in excel which clients can use to run iterations on variables 3. Access to our in-house Mutual Fund model
