Jay Shah

CEO

Mumbai, Maharashtra, India15 yrs 2 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder and CEO of Finwisor with a client-centric approach.
  • Expert in wealth management and investment strategies.
  • Passionate about education and social initiatives.
Stackforce AI infers this person is a Fintech expert with a strong focus on wealth management and investment strategies.

Contact

Skills

Core Skills

Investment StrategiesWealth Management

Other Skills

Digital MarketingEntrepreneurshipFinancial AdvisoryFinancial PlanningHuman Resource PlanningInvestmentsMarketingOperations ManagementSocial Media MarketingStartup AdvisoryStrategySustainable AgricultureTeam LeadershipTeam Management

About

Hi, I’m Jay Shah, Founder & CEO at Finwisor. Integrity, compassion, and excellence are the bedrock of everything we do. For me, personal finance goes beyond returns. It’s about building trust, truly understanding ambitions, and equipping clients to create enduring legacies. At Finwisor, we’re redefining the client experience. Our commitment extends beyond investments. Each step of your financial journey is supported by education, candid conversations, and thoughtful guidance. We make complex strategies, from tax planning and estate considerations to broader financial decisions, accessible and actionable. When specialized expertise is required, we connect you with trusted professionals, ensuring your interests are always at the forefront. What sets Finwisor apart is that we take the extra step of piloting new strategies with our own family’s resources first, before pitching a product to you. Our approach is rooted in deep listening rather than sales pitches or pressure. Every conversation is crafted around your unique goals and risk profile. We never use a one-size-fits-all formula. Our mission is clear. We support ambitious achievers who aspire to build wealth that shapes generations. My journey, from earning my CA with an All India Rank 10 in CPT and an MBA at IIM Lucknow, to driving disciplined strategy at Alvarez & Marsal, to my time with The Positivity Project and as a volunteer teacher, fuels my passion for serving clients with empathy, purpose, and rigor. If you’re looking for honest, high-performance partnership on your financial journey, let’s connect. Book a no-obligation conversation and discover how we can align your wealth with your values. Every step of the way, you will experience integrity, compassion, and excellence.

Experience

Finwisor

CEO and Investment Head

Jul 2019Present · 6 yrs 8 mos · Mumbai

  • As the CEO of Finwisor, I focus on driving the vision and values of the organization. Everything else follows naturally.
  • The vision that we currently have is to positively transform the lives of our clients - this definition goes well beyond financial services.
  • Our team has been trying to deliberate various ways of making our clients' lives better. We regularly come up with ways of helping which are well beyond the scope of a profit-centered organization.
  • I look after strategic planning of the organization, integrated marketing, tie-ups and financial planning for clients. I thoroughly enjoy my role.
  • At Finwisor, while we started as a private wealth management outfit, we have evolved to include consultancy services including startup advisory, marketing, operations, business structuring, taxation, etc.
  • My startup story is in the video below. I have also put our company document for those who may be interested in our services.
InvestmentsInvestment StrategiesWealth Management

Natural tattva

Founder and Manager

Mar 2017May 2018 · 1 yr 2 mos · Mumbai Area, India

  • Started Agri Business straight out of college to serve the triple bottom line- economic, social and environmental development.
  • Completed courses in Agri Business Management by NIESBUD and ZBNF by Dr Subhash Palekar
  • Identified long term sustainable models for Agriculture- ZBNF, Medicinal plantations and Agro Forestry
  • Implemented Bamboo and bougainvillea plantations for commercial, aesthetic and security purpose.
  • Mitigated risk of idle asset - Land while ensuring higher ROI for land investment.
  • Developed direct distribution links to decrease cost to consumer while increasing supply chain margins

Alvarez & marsal

Consulting Intern

Apr 2016May 2016 · 1 mo · Mumbai, Maharashtra, India

  • My role was in the PE Advisory space:
  • It required an in-depth analysis of the target company starting from gathering market intelligence from primary and secondary sources, checking the on-ground situation, doing competitor and industry analysis, building future growth projections model, doing what-if analysis, etc
  • My role helping skills of valuing the company and the nitty gritties involved in the same.
  • I was also required to do an industry level research of the IT and ITes industry in India. It gave me an insight into the pyramid of technologies, the competencies and strategies of different IT companies and the future technologies which are expected to disrupt the industry.
Investment Strategies

Indian institute of management, lucknow

2 roles

Core Team Member - Bhavishya (Social Initiative Committee)

Jun 2015Feb 2017 · 1 yr 8 mos · Lucknow

  • Managed Evening School- an initiative to educate children from neighboring villages
  • Organized Harmony Cup- the flagship fund-raising cricket tournament
  • Promoted Paarijat- a fund-raising initiative for girl child education
  • Arranged Clothes Donation and Distribution Drives
  • Organized Medical Camp for the workers
  • Organized and marketed blood donation drives

Class Representative

Jun 2015Mar 2016 · 9 mos · Lucknow

  • Organized remedial classes for clarification of concepts
  • Led the class in inter-section competitions
  • Motivated the class for improved learning and development atmosphere
  • Performed the role of a Bridge between the administration, faculty and the students
  • Built cohesiveness amongst the student in the class through various activities
  • Proactively addressed the grievances of the students

Bina shah & co.

Article Assistant

Feb 2012Nov 2014 · 2 yrs 9 mos

  • Audit of Individuals, Partnership Firms, Private Limited Companies. Individual Assessments.

A.j shah & co.

Articled Assistant

Sep 2011Feb 2012 · 5 mos · Fort

  • Audit of Individuals, Partnership Firms, Private Limited Companies

Self-employed

Private Wealth Management

Jan 2011Jun 2019 · 8 yrs 5 mos · Mumbai

  • Being from an HNI family, I was soon introduced to wealth management since the time I secured a rank in CA exam.
  • My role here included analyzing and managing various asset classes like Real Estate, Equities, Fixed Income, Gold, etc.
  • Regular meetings with various wealth managers has helped me build knowledge and interest in this field.
  • Tax planning has been a key area where I have been able to help substantially.
  • Being from an entrepreneurial family, I was also involved in the analysis of various business ideas and models. This allowed me to practically apply the knowledge that I had gained through CA and MBA while learning from views of the more experienced folks.
InvestmentsInvestment StrategiesWealth Management

Education

Indian Institute of Management, Lucknow

Master of Business Administration (MBA)

Jan 2015Jan 2017

emlyon business school

Master of Business Administration (MBA)

Jan 2016Jan 2016

The Institute of Chartered Accountants of India

Chartered Accountant

Jan 2010Jan 2014

Narsee Monjee College of Commerce and Economics

Bachelor of Commerce (B.Com.) — Financial Accounting and Auditing

Jan 2010Jan 2013

Narsee Monjee College of Commerce and Economics

Higher Secondary Certification(12th) — Commerce

Jan 2008Jan 2010

Chhatrabhuj Narsee Memorial School

Schooling — Science

Jan 2002Jan 2008

Jasudben M.L. School

Schooling

Jan 1995Jan 2002

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