Rishit Shah QPFP® — Co-Founder
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.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and insurance advisory.
Location: Mumbai, Maharashtra, India
Experience: 8 yrs 11 mos
Skills
- Personal Financial Planning
- Investment Management
- Presentation Skills
- Commercial Insurance
- Real Estate Transactions
Career 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.
Work Experience
1 Finance
Partner - Qualified Financial Advisor (1 yr 11 mos)
Mega Gain, Financial Consultancy Firm
Co-Founder (4 yrs 3 mos)
PINC Insurance
Assistant Vice President (1 yr 10 mos)
Manager (3 yrs 11 mos)
Howden Insurance Brokers India Pvt. Ltd.
Assistant Manager Sales (1 yr 3 mos)
Management Trainee (6 mos)
Indiabulls
Relationship Manager (1 yr 5 mos)
Mahindra Insurance Brokers Limited
Research Intern (2 mos)
PNB Asset Management Company
Sales Intern (1 mo)
Education
Master of Business Administration (MBA) at Mumbai Educational Trust, MET League of Colleges
Bachelor's Degree at Mithibai College
Bachelor of Commerce (B.Com.) at Mithibai College