We are a newly started Investment Advisory and Wealth Management Firm based at Vadodara with a Branch set up at Mumbai.
Our Partners Chetan Shah and Amit Shah together have a combined experience of over 25+ years working in the Financial services industry.
While Chetan Shah has worked with Asset Management companies and Wealth Management firms in the past before quitting and joining Amit Shah to form Trust First Financial Advisors.
Amit Shah is a qualified and Practicing Chartered Accountant based at Mumbai specializing in area of Taxation and Audits for Individuals and companies. At the heart of providing Personalized Investment Advisory and Wealth management services to our clients lies our belief that we have the Value Proposition which will benefit our clients and make them look upto us over a period of time. We see Trust as the foundation of our Relationship with our clients.
Our rich experience over the years make up confident about our future in building a strong and well respected Financial Advisory firm.
"KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."
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