Charmi Shah — Co-Founder
Helping people beat inflation & generate long-term Wealth. How? Well hello, I'm Charmi Shah, an ambitious and an independent woman. A good part of my professional life is dedicated towards the Capital Markets & the Space of Alternates. Currently building Wealth1 - PMS & AIF Investments, where we're committed to bringing transparency, clarity, and informed decision-making to India’s investment landscape. At Wealth1, we’re creating a platform that empowers investors to make smarter choices by offering a range of curated, data-driven investment products designed for long-term success. We believe that true wealth comes from understanding the market - not just reacting to it. I am an ex-Founder’s Office employee at PMS AIF WORLD, I have pursued my Masters from the BSE Institute Ltd., Mumbai, in 2020. Prior to moving to Mumbai, I did my under graduation in Economics (Hons) from Calcutta University and also cleared 3 papers in Actuarial Science. Equity Research & Technical Analysis are two things I enjoy doing, apart from writing content that's related to the financial world. I have been engaging with India's top Portfolio Managers on a regular basis and that is what helps me write content about the generic market conditions & critically analyse over 200+ PMSs. On the personal front, I have been the: - Co-Host at Economically Yours, a financial podcast where, with the help of industry experts, we aim to create awareness about the economy and financial markets as a whole. The Podcast ranked 52nd on Apple Podcasts (Category: Investing (India)). - Founder, Content Creator & Editor at FinWeek, a financial blog on Substack. - Founding Member & Tutor at Bridge the Gap, a finance community built by women, to bridge the gap in personal finance for women across the world. In my leisure time, I love reading & have my own coffee bar to experiment brewing various kinds of coffee. To know more about me, please visit https://linktr.ee/charmishah__
Stackforce AI infers this person is a Fintech expert with strong capabilities in equity research and investment management.
Location: Mumbai, Maharashtra, India
Experience: 5 yrs 1 mo
Skills
- Equity Research
- Project Management
Career Highlights
- Expert in equity research and technical analysis.
- Co-hosted a top-ranked financial podcast.
- Founder of a financial literacy community for women.
Work Experience
Wealth1
Business Head (1 yr)
GrowthX
GX 10 (4 mos)
Bridge The Gap
Founding Member & Tutor (3 yrs 8 mos)
PMS AIF WORLD
Founder's Office (4 yrs 1 mo)
Economically Yours
Podcast: Economically Yours (3 yrs)
FinWeek
Founder (5 yrs 7 mos)
Moneybee Group
Equity Research Analyst (Intern) (2 mos)
Education
Masters in Global Financial Markets at FinX Institute Limited ( Formerly BSE Institute Limited)
B.Sc Economics Honours at Shri Shikshayatan College
ACTUARIAL SCIENCE at Institute and Faculty of Actuaries
at Institute of Actuaries, India
ISC at The BGES School (ISC)
ICSE at The BGES School ICSE - India
