Mrs. Shilpa Wagh, SEBI Registered Investment Advisor (RIA) (License No.:INA000001662) is Financial Life Coach at Wagh Financials, a financial life planning firm. She consults on FEE ONLY Model which ensures unbiased financial advice to the client.
She promotes Direct Mutual Funds to her clients.
Her clients come from varied industries like Hospitality, Media, Information Technology, NGOs, BPOs etc. She specializes in consulting High Networth Individuals (HNI), Women professionals, and Special need member families.
In last five years, she has made Comprehensive Financial Plans for over 50 families. Every plan consists of cashflow analysis, risk profiling, asset liability analysis, insurance adequacy analysis, MF portfolio analysis and goal based investment planning, Retirement Planning and scenario analysis.
She introduces clients to a different perspective towards money relationship. This helps them to attain financial awareness and encourages them to participate actively in their own financial planning process. She connects client's life aspirations with their financial goals.
She is Certified Financial Planner (CFPCM) conferred by Financial Planning Standards Board India who is the Marks Licensing Authority for the CFPCM marks in India, through agreement with Financial Planning Standards Board Ltd., Denver, USA.
She is a life member of Computer Society of India (CSI). She is a member at Fee Only India, Financial Planners Guild of India (FPGI) and Bombay Management Association (BMA).
Her articles are published Dainik Bhaskar, Janumbhoomi and FPSB journal.
She has answered investor queries in Economic times & Money Control.
She has appeared in ZEE Business show 'Money Matters for Women' and 'Money Guru' and 'Aaj ka Bazaar'.
She has started a blog 'My Money Learnings' and 'My money ध्यानीमनी' to spread financial literacy.
She has started 'CapellaZen' a 'by women for women' initiative to create a community of knowledgeable women on four areas.