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
Gauri Godale, a Chartered Accountant who completed her 3 year articleship at a Big4- Deloitte Haskins & Sells LLP, is a Pune-based Mutual Fund Distributor.
Having cleared CFA Level 1, she brings a strong foundation of financial knowledge and analytical thinking. She gained early exposure to the asset management industry through a 2.5-month internship with Edelweiss Mutual Fund as part of the first batch of their Embark Program, where she was also recognized with the Best Intern Award.
Working for the past 5 years as a second-generation MFD, she blends deep-rooted relationships with a tech-savvy approach to deliver personalised and professional service.
Outside of work, she enjoys reading, dance, fitness and travelling.