• Reg. Number INA000011352
  • ValidityAug 06, 2018 - Perpetual
  • TypeSebi Registered Investment Advisor
  • About

    Rikita Shah helps individuals to gain right knowledge needed to manage their money and guides them to achieve the financial corpus needed to fulfill their life goals.

    How to earn money is something that we have been learning since a long time, but how to keep and manage that money is what we fail to learn.

    That is why Rikita helps all individuals who feel that there is an imbalance between earning and managing their money ,helping them with the knowledge that she has gained through her degrees in MBA Finance, Certified Wealth Coach and now being registered with SEBI as an Registered Investment Advisor(RIA No: Inaoooo11352), she helps them to find the right balance while moving towards their life Goals.

    She empowers and educates individuals through her services such as :

    1.Goal based Planning: one to one mentoring and consulting to plan for various kind of goals such as Retirement planning, child’s education, buying a house, vacation, etc.

    2.Financial Health Check-up: Analyzing your current financial position with respect to income and investments, giving recommendations based on the financial health check.

    3.Webniar: Conducting webinars for various clubs and companies to spread awareness about Financial Planning.

    4.Financial Freedom- A board Game: To give her audience not just knowledge but hands on experience too about how to manage and understand the market scenario, she has designed a unique board game which one can play along with gaining education, experience and in an entertaining manner.

    5.Book: She is a Co-author for the book “Invested or Rat Race Trapped – Easy steps to breakfree” with the intention to spread knowledge.

    Contact Person
    Registered Address
    gayatree eligance,flat no d 1,plot no f6/f 10,sect no 26,, sambhaji chowk,nigdi,pradikaran, PUNE, MAHARASHTRA, 411044
    Communication Address
    gayatree eligance,flat no d 1,plot no f6/f 10,sect no 26, sambhaji chowk,nigdi,pradikaran, PUNE, MAHARASHTRA, 411044