CA Vipul Shah, CFA, boasts over a decade of expertise in the financial services industry, commencing his journey in 2010. With a rich legacy spanning 13 years, he has spearheaded 50+ IAPs and addressed an impressive clientele exceeding 7,000 individuals.
As the founder of Big Bucks Financial Services Pvt Ltd, he guides a team of 22 professionals, offering diverse financial services encompassing mutual fund distribution, home loans, property consultancy, and insurance.
His ultimate aspiration is to bring mutual funds to the grassroots, ensuring accessibility for all.
His stellar qualifications include a Chartered Accountant, Chartered Financial Analyst, and proficiency in Financial Risk Management, complemented by an MBA in Finance
Biography
Viraj Padhye
Co-Founder & Compliance Officer
Prosperentia Investment Advisors LLP - SEBI Registered
Investment Advisor INA000018957
Services Offered - Comprehensive Financial Planning & Wealth Advisory
Serving around 290 clients and 350 crores assets under advice
Team size 14 including 4 partners
Past
Founder of Safehands Financial Advisors - SEBI Registered Investment Advison INA00005135
Head - Information Security & Systems - Cybage Software Pvt. Ltd.
Certifications:
CFP, XA, XB Investment Advisor
Working as volunteer in Advocacy team with Association of Registered Investment Advisors (ARIA)