Rishit Shah QPFP®

Co-Founder

Mumbai, Maharashtra, India8 yrs 11 mos experience
Highly Stable

Key Highlights

  • Co-Founder of a leading personal finance consultancy.
  • Expert in wealth management with nearly 10 years of experience.
  • Regular speaker on financial awareness at CNBC Gujarati.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and insurance advisory.

Contact

Skills

Core Skills

Personal Financial PlanningInvestment ManagementPresentation SkillsCommercial InsuranceReal Estate Transactions

Other Skills

InsuranceRisk Managementinvestor managmentHealth InsuranceCustomer RelationsGroup MedicalUnderwritingBrokersNegotiationCustomer ServiceSalesCorporate Sales ManagementCross SellingProperty & Casualty InsuranceReal Estate

About

I’m a Wealth Management & Insurance Expert, Co-Founder at Megagain, and an Independent Partner at 1 Finance — passionate about helping people achieve financial freedom through smart, goal-based planning. With close to 10 years of experience in personal finance and insurance, I’ve worked with both individuals and corporates to build customized strategies for wealth creation, risk management, and long-term financial goals. My past roles with firms like Howden Insurance Brokers, Indiabulls Real Estate, and Pioneer Insurance have enriched my perspective and refined my client-first approach. At Megagain — a 16-year-old personal finance consultancy based in Mumbai and Gujarat — we serve over 1,000 clients across India, including NRIs and HNIs. We offer a wide range of solutions, including Mutual Funds, PMS, Life & General Insurance, Loans against Mutual Funds, P2P Lending, and more — all driven by responsible, ethical advisory practices. An MBA in Finance, a Certified Financial Goal Planner, A Qualified Personal Finance Professional and an AMFI Registered Mutual Fund Distributor, I also regularly appear on CNBC Gujarati and write columns for Divya and Dainik Bhaskar to promote financial awareness.

Experience

1 finance

Partner - Qualified Financial Advisor

May 2024Present · 1 yr 11 mos · Mumbai, Maharashtra, India · Hybrid

  • As an Independent Qualified Financial Advisor at 1 Finance, I am dedicated to prioritising the best interests of the clients and enhancing their financial wellness.
  • 1 Finance, an arm of the Marwadi Chandarana Group, is reimagining the space of personal finance advisory, by offering hyper-personalised and unbiased advice, empowering customers to attain a state of financial well-being.

Mega gain, financial consultancy firm

Co-Founder

Jan 2022Present · 4 yrs 3 mos · Mumbai, Maharashtra, India

  • Help clients grow their investments and create wealth by leveraging the power of knowledge and expertise.
  • The Services we offer:
  • 1) Personal Finance Consultancy Session
  • 2) Personalized Investment plan for individuals and Family
  • 3) Life and General Insurance
  • 4) Retirement Planning
  • 5) Loan against Securities
  • 6) Will Writing
  • 7) Corporate Seminar on Personal Finance
Personal Financial PlanningInsurancePresentation SkillsRisk ManagementInvestment Managementinvestor managment+2

Pinc insurance

2 roles

Assistant Vice President

Feb 2020Dec 2021 · 1 yr 10 mos

  • General Insurance Corporate Sales
Group MedicalUnderwritingBrokersCommercial Insurance

Manager

Mar 2016Feb 2020 · 3 yrs 11 mos

  • General Insurance Corporate Sales

Howden insurance brokers india pvt. ltd.

2 roles

Assistant Manager Sales

Promoted

Dec 2014Mar 2016 · 1 yr 3 mos

  • Corporate Risk and Insurance Solutions

Management Trainee

Jun 2014Dec 2014 · 6 mos

  • Corporate Insurance Sales

Indiabulls

Relationship Manager

Dec 2012May 2014 · 1 yr 5 mos · mumbai

  • Financial services and real estate sales
Real Estate Transactions

Mahindra insurance brokers limited

Research Intern

May 2012Jul 2012 · 2 mos

Pnb asset management company

Sales Intern

Dec 2010Jan 2011 · 1 mo

  • Sales through Bancassurance

Education

Mumbai Educational Trust, MET League of Colleges

Master of Business Administration (MBA) — commerce

Jan 2011Jan 2013

Mithibai College

Bachelor's Degree — commerce

Jan 2008Jan 2011

Mithibai College

Bachelor of Commerce (B.Com.) — Journalism

Jan 2009Jan 2010

Stackforce found 100+ more professionals with Personal Financial Planning & Investment Management

Explore similar profiles based on matching skills and experience