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Start Your
Investment Journey
with us today. Independent, conflict free, fee-only investment advisory services guided by fiduciary responsibility, regulatory discipline, and long-term financial planning. Pritesh Shah SEBI Registered Investment Advisor

Our Best Services

Trending Trading System (TTS)

TTS is our in-house market trend and behaviour analysis framework that studies long-term patterns, demand–supply shifts and structural movements. 
It enhances strategic decision-making and helps in understanding market direction. 
TTS is a research model and does not provide stock tips, intraday calls or buy/sell recommendations. 

One time services

Equity Investment has the edge over merely saving money in your bank account.

Wealth Strategies

We design research-backed, risk-aligned investment strategies that help you build long-term wealth with stability and confidence.
Our approach integrates asset allocation, disciplined investing and periodic review to ensure your portfolio evolves intelligently with your goals.

Financial Planning & Wealth Management

Our comprehensive planning process provides a complete 360-degree understanding of your financial life—covering budgeting, taxation, investments, protection, retirement and goal planning.
Every recommendation is objective, unbiased and tailored around your unique priorities to ensure lasting financial well-being.

What an Independent SEBI RIA Means

A SEBI Registered Investment Advisor (RIA) is legally obligated to act in the best interest of the client. Unlike commission-based or product-distribution models, a SEBI RIA provides advice that is independent of incentives from mutual funds, insurance companies, or any other financial product manufacturers.

As an individual SEBI RIA, my responsibility is to:

Understand your financial situation and long-term objectives

Assess suitability and risk capacity before making any recommendation

Provide unbiased investment and financial planning advice

Maintain transparency, documentation, and regulatory compliance

I do not earn commissions, brokerage, referral fees, or product incentives.

What you can expect from my advisory approach:

Advice designed around your goals, time horizon and risk capacity

A disciplined process focused on asset allocation and long-term wealth creation

Transparent fees disclosed upfront

Clear communication and documentation of recommendations

Professional and ethical conduct as per SEBI (Investment Advisers) Regulations, 2013

Who This Advisory Is Suitable For

This advisory practice is designed for individuals and families who want a structured, disciplined, and long-term approach to managing their finances.

Typical clients include:

Salaried professionals and senior executives

Business owners and entrepreneurs

Families planning education, retirement, and long-term wealth goals

Investors seeking clarity, discipline, and risk-managed investing

This advisory practice is not suitable for:

Speculative trading

Short-term market tips

Assured or guaranteed return expectations

Investment Philosophy

I believe wealth creation is a long-term outcome of a consistent process-not an outcome of prediction or speculation. My philosophy is built around the following pillars:

Protecting capital during adverse market cycles is fundamental to long-term success.

Asset allocation drives long-term outcomes more than market timing or product selection.

Portfolios are designed to perform across market cycles, not short-term phases.
Every recommendation is supported by suitability assessment and documented rationale.

Regulatory Disclosure

Pritesh Shah is registered with the Securities and Exchange Board of India (SEBI) as an Individual Investment Advisor under SEBI (Investment Advisers) Regulations, 2013. Registration granted by SEBI does not imply endorsement. Investments are subject to market risks.

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