We Don't Just Manage Money — We Shape Lives & Secure Futures

For over 21 years, MSFPS has guided 800+ families across India. Led by Monish Shah—MBA and 7-time MDRT, Court of Table–qualified advisor—we deliver complete financial solutions across every life stage.
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Your Trusted Partner for 21+ Years of Financial Excellence

With two decades of expertise and 120+ awards, MSFPS delivers truly independent financial advice. Founded by MDRT Court of Table–qualified MBA Monish Shah, we partner with families, professionals, and NRIs for life.
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From Dreams to Reality — Comprehensive Wealth Management

Every financial dream needs a roadmap. MSFPS turns goals into actionable plans, trusted by 800+ families with a 95%+ client retention rate.
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Satisfied and happy clients we have served all over the world.
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Welcome to MSFPS — Where Your Financial Dreams Take Shape

Monish Shah Financial Planning Services (MSFPS) is a comprehensive financial advisory firm dedicated to transforming how Indians manage, grow, and protect their wealth. Founded in 2004 by Monish Shah — an MBA in Marketing & International Business, 7-time MDRT qualifier with Court of Table recognition — MSFPS has grown to serve over 800+ families across India.

We believe financial planning goes beyond numbers—it's about understanding your dreams, protecting your loved ones, and building a legacy. Our approach combines traditional wisdom with modern financial strategies, offering solutions across insurance, investments, premium wealth services, and holistic life-stage planning.

Whether you're a young professional building your first portfolio, a family securing your children's education, or an NRI looking to optimize India investments—MSFPS is your trusted partner for the complete financial journey.
Two decades of navigating every market cycle
Trusted by families across India and abroad
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Services we offer

Insurance Services

Comprehensive protection for life, health, assets & travel
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Investment Services

Mutual funds, equities, fixed deposits & bonds for your needs
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HNI Services

PMS, AIF & structured products for high-net-worth portfolios
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Financial Services

Loans, tax planning & complete financial facilitation
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Start your financial planning journey with expert guidance. Speak to our advisors and get started today.

Insurance Gap Analysis

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Goal Based Planning

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Tax Planning

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Wealth Creation

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Child Education Planning

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Retirement Planning

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View All 15 Planning Solutions
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Client Retention
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Not All Financial Advisors Are Created Equal

Our purpose is to maintaining a
long lasting relationship!

MSFPS
Product Range: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 60+ partners, best-in-class
Personalization: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Deep understanding of your life
Advisor Access: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Direct access to Monish Shah
Relationship: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 15+ year client relationships
Claim Support: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ End-to-end assistance
NRI Services: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Specialized FEMA expertise
After Hours: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Personal mobile access
Family Continuity: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎ ‎ ‎ ‎ ‎ Multi-generational planning
Banks
Product Range: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Limited to own products
Personalization: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Generic advice
Advisor Access: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Rotational staff
Claim Support: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Limited assistance
NRI Services: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Complex, limited
After Hours:‎ ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Call center
Family Continuity:‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Starts fresh
Online Platforms
Product Range: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Algorithm-selected
Personalization: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Based on inputs only
Advisor Access: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Chatbots / Email
Relationship: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ None
Claim Support: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Self-service
NRI Services: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Basic options
After Hours: ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Unavailable
Family Continuity: ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ No memory
Get In Touch
What our customers feel about our services!

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"When I started my career, I had no idea where to begin with investments. Monish Sir didn't just give me a plan—he educated me. Five years later, I've built a corpus I'm proud of, have adequate insurance, and actually understand my finances. MSFPS changed my relationship with money."
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"After my daughter was born, planning for her education felt overwhelming. The team at MSFPS created a comprehensive child education plan that gives us peace of mind. What I love most is their annual reviews—they genuinely care about our progress, not just their commission."
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"Managing substantial wealth requires trust and expertise. MSFPS introduced me to PMS and AIF opportunities I didn't know existed. Their transparent approach, regular updates, and Monish's personal involvement in my portfolio make them stand out from typical wealth managers."
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"Living abroad, managing Indian investments was a nightmare until I found MSFPS. They handle everything—from compliance to repatriation queries. The My Wealth App lets me track my portfolio in real-time. It's like having a dedicated CFO back home."
Rahul Mehta
IT Professional, Mumbai | Client since 2019
Priya & Amit Sharma
Entrepreneurs, Pune | Clients since 2017
Name Withheld
Business Owner, Mumbai | Client since 2015
Deepak Nair
Software Architect, Singapore | Client since 2020

Ready to Transform Your Financial Future?

Let's have a no-obligation conversation about your goals

Business Hours:
Monday - Friday: 10:00 AM - 7:00 PM
Saturday: 10:00 AM - 7:00 PM
Sunday: By appointment only

Schedule your free consultation!

    FAQ's
    Find clear answers to commonly asked questions about our services and approach.
    Are there any consultation charges?
    How is MSFPS different from banks or online platforms?
    Unlike banks (who push their own products) or online platforms (which are algorithm-driven), MSFPS offers truly independent advice. We're empaneled with 60+ institutions, so we recommend what's best for YOU—not what gives us the highest commission. Plus, you get a dedicated advisor who knows your family, your goals, and your risk appetite personally. We're not a call center; we're your financial family.
    What documents do I need to start?
    Can you help NRIs invest in India?
    What is MDRT and why does it matter?
    How long has MSFPS been in business?
    How can I track my investments with MSFPS?
    Does MSFPS serve clients anywhere in the world?