Facilitating Financial Bliss

Financial Life Planning

The persuit of happiness is what we all are working towards. The ultimate objective in the journey of life is to get satisfied and happy about what....

Mutual Fund Portfolio Analysis

A mutual fund is a type of professionally managed investment fund that pools money from many investors to purchase different assets.

Tax PlanNing

We provide consultation on various aspects of taxation in respect of individuals, HUF. Individuals as employees, self employed, and retired persons who earn

Estate Planning Services

We are in the endeavor of building wealth to enjoy not only in our lifetime but also to pass it on to next generations as legacy. In india, Inheritance is governed......


Mrs. Shilpa Wagh, is Chief Financial Coach at Wagh Financials. She is a Certified Financial Planner from Financial Planning Standards Board, India. She is a SEBI Registered Investment Advisor.
She helps individuals to make smart choice about money to attain financial fulfillment. . She conducts Financial coaching for clients to enhance their financial habits.
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 families with special need children.
Through her seminars and workshops, she facilitates participants into a different perspective towards money and its impact on our lives. 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 a life member of Bombay Management Association (BMA) and Hon. Treasurer at Computer Society of India (CSI). She is on the managing committee of CSI, Mumbai Chapter. She is a member at Financial Planners Guild of India (FPGI) .
She publishes her articles in Dainik bhaskar in Hindi, Marathi and Gujurati languages. She appears in ZEE Business shows on Money Management.

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