About Us

The roots of MSFPS were planted by a man whose dedication to service, ethics, and excellence became the foundation on which we stand today.
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The story of MSFPS doesn't begin with Monish Shah — it begins with his father, Shri Yogesh Babulal Shah, a man whose unwavering commitment to ethical financial advisory laid the foundation for everything MSFPS stands for today.
In 1990, at the age of 25, Yogesh Shah embarked on his journey as an LIC Advisor. What started as a self-employed venture would go on to become a 13-year legacy of trust, excellence, and service that touched over 250 families.

A CAREER OF EXCELLENCE (1990-2003)
For 13 remarkable years, Yogesh Shah was not just an advisor — he was the advisor people turned to. His name consistently appeared in the top advisor lists at branch, divisional, and zonal levels.
★ First MDRT (Year 2000) of LIC Branch 89E, Goregaon West, Mumbai — a historic achievement that set the benchmark for excellence in the branch
★ Zonal Club Member — recognized among the elite advisors at the zonal level
★ Record Holder: Fastest claim settlement for 'Most Early Death Claim' in LIC of India — a record that stands to this day
★ Felicitated by Santosh Nair — the renowned motivational speaker — at an advisors' team meet
★ Mentored under Mr. Asim N. Tapodhan — one of the Top 10 Development Officers in India
Yogesh Shah believed in mastery over mediocrity. In an industry where many chase multiple products and quick commissions, he chose a different path — he restricted himself to LIC alone, determined to be the master of one rather than a jack of all trades.

What truly set Yogesh Shah apart was his character. He was:
A Strong-Willed Individual
determined, focused, and unwavering in his principles
Exceptional in PR
professionally and personally, he built relationships that lasted a lifetime
A Helper at Heart
he had a habit of going out of his way to help people, whether friends, colleagues, or clients
A Master, Not a Generalist
he chose depth over breadth, mastering LIC rather than spreading thin across multiple products

In Loving Memory - Shri Yogesh Babulal Shah

Looking beyond numbers to create a plan!

Our team works across all markets capabilities to help you establish a strategy that addresses realities of your business, whether you want to improve performance of work or mitigate the risks of mergers!

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Our specialist team understands the importance of long lasting relationships with all our clients to deliver specific and unique investment solutions.

Yogesh Shah had an insatiable thirst for knowledge. He wasn't content with surface-level understanding — he had to get to the depth and bottom of every subject.

His expertise in LIC — spanning new business acquisition, policy servicing, and claims processing — made him the go-to person for colleagues, friends, and clients alike. When anyone had a query or doubt about LIC, Yogesh was the name that came to mind.
"He was one person people would fall back on for any queries and doubts — a walking encyclopedia of LIC knowledge."
His approach was built on four pillars that continue to guide MSFPS today:
Self-Motivation

Driven by inner purpose, not external pressure

Client-First Approach

Your needs before our business

Ethical Advisory

Integrity above everything

Quality Over Quantity

Fewer clients, deeper relationships

In 2003, Yogesh Shah stepped away from insurance advisory to explore other business ventures. But the call of service was too strong.

In 2011, he returned to his first love — life insurance — this time working alongside his son Monish. Father and son, united by shared values and a common vision, served families together.

A Father-Son Journey:

  • 2011: Yogesh Shah returns to insurance, joins hands with Monish
  • 2016: Monish achieves Court of Table (COT) — fulfilling his father's dream
  • 14th January 2017: Just 15 days after Monish's COT, Yogesh Shah passes away

It was as if he had been waiting — waiting to see his son carry forward the legacy before he could res

THE LEGACY LIVES ON

Today, MSFPS stands as a living tribute to Yogesh Shah’s values. Every client interaction, every ethical decision, every commitment to excellence carries forward his spirit.

The seeds he planted in 1990 have grown into a practice serving 800+ families across India. The first MDRT of Branch 89E has inspired a 7x MDRT with Court of Table recognition. The man who believed in quality over quantity now has a son who carries that philosophy into every relationship.

 

"What I am today comes from the seeds and foundation he laid with his sheer hard work."
Monish Shah
Founder

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Our research is more than just numbers. We don't stop at spreadsheets and site visits. Year over year. We believe investing this way not only can ease risk, it also powers each fund with a diverse mix of experienced investment professionals.
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WealthUp@cmsheroes.com 02 01061245741