Dishank Shah — Co-Founder

Most people treat wealth management like a transaction. - Pick a fund, - park the money, - check the returns once a year. In my experience managing money for 500+ families across five countries, that approach quietly destroys more wealth than any market crash ever will. I became a CA because I wanted to understand money deeply. I left practice because I wanted to do something with that understanding, not just audit it. Today I work with HNIs, NRI families, founders, and business owners who've built real wealth and want it to actually compound across generations, not just quarters. What changes when we work together is the clarity. The structure. The feeling that someone is actually thinking about the full picture: tax, estate, liquidity, and long-term growth. I manage assets across mutual funds, AIF, PMS, and direct equity and I bring a CA's lens to every decision. That means I'm always asking what the after-tax, after-fee, real return actually looks like. 500+ families. 7 countries. ₹100 Cr+ in managed assets. A few of those families started with a single SIP. Some came to me after a bad experience elsewhere. All of them stayed because the work is honest, structured, and built around their life, not around a product I'm incentivised to sell. If you're an HNI or NRI thinking about your wealth seriously, I'd love to talk. Drop me a message or connect here on LinkedIn.

Stackforce AI infers this person is a Wealth Management expert with a focus on high-net-worth individuals and families.

Location: Ahmedabad, Gujarat, India

Experience: 12 yrs 8 mos