Our philosophy
Transparency. Trust. Performance.
We are a family owned business that holds family values at the very core of our business. At Mamta Shah Financial Services, we have the experience to help you chart your financial journey and meet your financial goals.
We treat our clients as our family members. Hand-holding of the client and after sales service is of prime importance to us. Before we advise you to put your money in a financial product, we invest in those products ourselves. We put our money where our mouths are and that's why you can trust us to bat for your side.
Meet Our Team
Mamta Shah
Principal & Founder
One of the few women entrepreneurs you would encounter in this industry, meet Mamta Shah, a fiercely independent minded entrepreneur. She has been in the finance industry since 1998. She deeply believes in providing quality services to her clients. You will find her warm, smart, cheerful & confident. Someone you can trust with your hard-earned money. In her free time she enjoys cooking and gardening.
Smit ShahGeneral Manager, Certified Financial Planner CM
Smit is an engineer by qualification and a Certified Financial Planner CM recognized by Financial Planning Standards Board. He is in charge of the insurance vertical, product research, business development and client services. He has 6 years of industrial experience where he has learnt nuances of quality assurance & integrating technology. In his free time, he'd relish with sports, friends & family.
Kinjal Rana
Administrative Assistant
Kinjal holds a post graduate degree in commerce. She is in charge of the operations section. She has been working with us for 5 years. She is extremely fluent in handling the transaction operations and has played a pivotal role in our transformation from offline to online transactions.