Rishin Shah — CEO

💼 Helping India Invest Smarter Mutual Funds & SIP Specialist | Demat Physical Shares | Financial Coach | Speaker | Founder – Fidelity Brokerage Pvt. Ltd. With over 30 years of experience in wealth management, I help individuals and families transform financial goals into real, achievable milestones — one SIP, one plan, and one smart conversation at a time. As Director of Fidelity Brokerage Pvt. Ltd., I’ve guided first-time investors, salaried professionals, business owners, and HNIs across every stage of their financial journey — offering end-to-end solutions: ✅ Mutual Funds & SIP Planning ✅ Equity & Retirement Portfolio Solutions ✅ Insurance (Life, Health, Term) ✅ Dematerialization of Old Physical Shares But finance isn’t just about products — it’s about awareness, timing, and behavior. That’s why I lead engaging Investor Awareness Programs (IAPs) across corporate offices — decoding complex financial topics into clear, relatable, and actionable takeaways, especially for young professionals who are just starting their wealth journey. 🎤 Popular Seminar Topics 📈 SIPs, SWPs & Asset Allocation — building long-term wealth 🛡️ Term Insurance & Health Cover — what your HR didn’t tell you 📊 Behavioral Finance Hacks & Portfolio Reviews 📄 Demat Services — unlocking your legacy wealth 🚨 Fraud Awareness — spotting scams and staying protected 📱Watch, Learn & Invest Smarter Catch my short, high-impact videos on: SIPs & Mutual Funds Smart Investing Habits Demat Tips & Legacy Wealth Insurance Strategies Behavioral Finance & Money Psychology ▶️ Instagram – Reels & Tips( https://www.instagram.com/i_investwithrishin/reels/?hl=en ) 📘 Facebook – Follow for Updates( https://www.facebook.com/share/r/1AnBw1Zt5g/ ) 📺 YouTube – Educational Videos ( https://www.youtube.com/@i_investwithrishin ) 💬 Let’s Connect If You: Want clarity in your personal finances Need to convert physical shares to Demat Are an HR/Founder planning financial literacy sessions Seek customized portfolio or retirement planning 📩 DM me to collaborate, consult, or book a corporate talk. #WealthManagement #SIP #DematServices #MutualFunds #FinancialPlanning #InvestorEducation #FraudAwareness #FinanceSpeaker #FinancialFreedom #IndiaInvests #MoneyMindset #FidelityBrokerage

Stackforce AI infers this person is a Wealth Management expert with a focus on financial coaching and investment strategies.

Location: Ahmedabad, Gujarat, India

Experience: 18 yrs 1 mo