About Us – Founder

From an 18-Year-Old LIC Advisor to India's Trusted Financial Advisor

Founder - Monish Shah

banner-process

Monish Shah started his financial services journey at age 16 under his father's mentorship and became an LIC advisor at 18. With over 21+ years of experience, he has built MSFPS into a trusted advisory firm serving 800+ families across India and globally. His philosophy: "We don't just manage money — we shape lives and secure futures."

QUICK FACTS:
PROFESSIONAL JOURNEY
01.
Started at Age 16 (Training)
02.
LIC Advisor at Age 18 (2006)
03.
Founded MSFPS in 2011
04.
21+ Years in Financial Services
05.
800+ Families Served

QUICK FACTS:
ACHIEVEMENTS
01.
MDRT 7x Qualifier
02.
Court of Table (COT) - 2016
03.
120+ Awards Won
04.
Recognized in 30+ Countries
05.
60+ Partner Institutions
Our team works across markets and capabilities to help you establish a true strategy that addresses the realities of your business. Whether you want to improve the performance of work or mitigate the risks of mergers and acquisitions.
We also offer expert guidance, unlocking your potential for growth and profitability that helps proof business investment in our mission as business advisors!
Believe in power of implication
We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of investors funds!
Invest in great relationships
Keeping close contact with our management and spending time on location, drive a deep operational understanding.

PROFESSIONAL CERTIFICATIONS

CFP

Certified Financial Planner (Pursuing)

QPFP

Qualified Personal Finance Professional

QPFP

Qualified Personal Finance Professional

IRDAI Licensed

Insurance Advisor

IRDAI Licensed

Insurance Advisor

AMFI Registered

Mutual Fund Distributor

AMFI Registered

Mutual Fund Distributor

KEY MILESTONES (Timeline)

2004: Started training under father Shri Yogesh Shah at age 16
01
2006: Officially became LIC Advisor at age 18
02
2010-11: Corporate experience at A K Capital & Future Group
03
2011: Founded MSFPS | First MDRT Qualification | Rejoined father in LIC
04
2016: Court of Table (COT) Recognition achieved
05
2017: Father Shri Yogesh Shah passed away (14th Jan) | Launched My Wealth App
06
2018: QPFP Certification achieved
07
2025: CFP Certification in progress | 800+ families milestone
08
We build trust and maintaining a long lasting relations!

Our specialist team understands the importance of a long lasting relationships with clients to deliver specific investment solutions.

Long Term Relationships
feature1
As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Trust and Confidentiality
feature2
As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Comprehensive Understanding
feature3
As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Integrity and Expertise
feature4
As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Client Centricity
feature5
As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
feature2
As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Logo-Sidenav
Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver specific investment solutions.
Get Started

Contact Info

WealthUp@cmsheroes.com 02 01061245741