Ashish Shah

Financial advisor for an independently owned financial planning advisory Rupee Planner

Rupee Planner is an Financial Planning firm with their client presence across the nation. Working for Rupee Planner gives me the ability to advise dignitaries while living in Mumbai, India.


First Step

Ashish took the very first step in the industry in year 2013 with big dreams to solve the problems of investor at large by spreading the awareness regarding the debt and equity market of the nation. With more than a dozen of awareness campaign, he has educated countless people.

It is the same year in which witnessed that not all shiny things are gold for Ashish, with tremendous hard work and dedication he learned the ABCD of the industry. This first step has proved to be a crucial one in the future journey.


Philanthropic Activities

Ashish is active in community service. He is an active member of Karuna For Animals In Distress. He serves on the various location namely Borivali, Malad, Andheri,etc every year on many such festival in which birds & animals need treatments.

He is also a member of Prarthana Yuvak Mandal and is keenly involved in major religious activities and events throughout the year.


An Eagles' Eye

Being a keen observer it is utmost important to have the very first sight on the latest market instruments across various brands. A quick learner and a patient follower of goals. A blend of Insurance, Debt Market and Equity market requires exponential knowledge and constant upgradation with industry best benchmark efforts.