Pravisha Financial Services is an AMFI registered Mutual Fund Distribution Firm and also a BSE registered Mutual fund distributor. We are an investment and financial planning firm. We enable people in achieving their financial freedom. We focus on one client at a time, listening and understanding her needs and providing personalized solutions.
We firmly believe in the journey of wealth creation.
Both client and us need to come together to build long term relationship based on trust, transparency and mutual respect. We are committed in helping individuals, families, and businesses make the right financial choices by providing simplified solutions through our experience and expertise.
Our vision is to become one of the most trusted financial institutions over next 5 years by exhibiting highest level of ethical standards and working on three main pillars : Client First, Transparency and Integrity.
We have aspiration to be a personal finance firm with pan India presence. Our aim is to reach ten thousand lives and create financial awareness, educate and empower people through our services.
We are here to serve all strata of society viz; Women, Working Professionals, Self-employed / Businessperson, Salaried Individuals, Government Employees, Defence Personnel, Senior Citizens, HUF, NRI customers, HNWI customers, family offices and Corporates.
Mrs. Heta Shah comes with 22 years of industry rich experience in Banking and finance sector. She is an MBA in Finance and a CFP (CERTIFIED FINANCIAL PLANNER), Investment Planning Specialists, Retirement and Tax Planning Specialists, Risk and Estate Planning Specialists from FPSB India Ltd and a certified NISM V-A Mutual Fund Distributor. She has worked for almost 20 years in India's third largest Private Sector Bank, Axis Bank Ltd. She has a deep understanding of market trends and financial products.
She specializes in personalised investment planning, wealth management, relationship building, NRI services, handling HNI relationship.
She was instrumental in driving businesses, leading large size branches having 1000 Crores Plus deposit and is known for her trust and services, client first approach, relationship building skills, knowledge, achievements and operational controls.
She believes in simplicity, honesty, transparency and follows highest standards of Ethics.
