Financial Wellness Coach

Financial Wellness Coach CHARTERED FINANCIAL ANALYST Final / Level 3 PASSED, CFA Institute 🇺🇸

CFP Professional since 2011 Mr.

Keyur Shah has 24 Years’ experience in the *LEARNING & BUSINESS Development* with a leading Corporates / Entrepreneur. He is an Engineer, MBA, *CHARTERED FINANCIAL ANALYST LEVEL 3 Aug 2022 exam Candidate - CFA Institute USA*

CERTIFIED FINANCIAL PLANNER - FPSB USA member since 2011 having *EXPERTISE* in a Personal Financial Planning, Investment Research / Analysis, Wealth / Portfolio Management and Soft skills.

Yoga for Health. SIF Long-Short Funds for Wealth. The Power of Balance.🧘‍♂️ International Yoga Day SpecialWhat Yoga Does...
21/06/2026

Yoga for Health. SIF Long-Short Funds for Wealth. The Power of Balance.

🧘‍♂️ International Yoga Day Special

What Yoga Does for Your Health, SIF Long-Short Funds Do for Your Wealth

🧘 ( )

Yoga creates balance between body, mind, and soul.

💰 SIF Long-Short Funds create balance between growth and protection through Long & Short positions.

🛡️

Yoga helps protect the body from stress and injury.

💰 SIF Long-Short Funds aim to provide better downside protection during volatile markets.

📈

Yoga improves strength, flexibility, and overall performance.

💰 SIF Long-Short Funds seek higher risk-adjusted returns by focusing on both returns and risk management.

🔄

Yoga combines postures, breathing, and meditation for holistic wellness.

💰 SIF Long-Short Funds offer better portfolio diversification beyond traditional equity and debt investments.

🌱

Yoga promotes long-term health and well-being.

💰 SIF Long-Short Funds focus on wealth preservation and growth over the long term.

🌟

Yoga preserves and grows your Health.

SIF Long-Short Funds preserve and grow your Wealth.

🧘‍♂️ Healthy Body. Healthy Mind.

💰 Protected Wealth. Growing Wealth.

Happy International Yoga Day! 🙏✨



: A client plans to invest ₹1 Crore and seeks a monthly withdrawal of ₹50,000 while also aiming for long-term capital g...
31/05/2026

: A client plans to invest ₹1 Crore and seeks a monthly withdrawal of ₹50,000 while also aiming for long-term capital growth. Is there a single fund that can effectively deliver both objectives?

: Rather than relying on a single fund, a 3 stage may be a more prudent and sustainable approach.

- Be a 🏆 MFD Partner: Join SIF WhatsApp Community & weekly online sessions to faster scale your SIF AUM

https://chat.whatsapp.com/HstAOh4a8vX6GZmd10QzSz

:
https://us02web.zoom.us/meeting/register/bL9p_q1sSkOh_Tjw7nTfSg

✨ Let’s empower your clients with smarter, next-generation, risk-adjusted investment solutions.

I am proud to share that 500+ MFDs who attended my CFP Coaching have today successfully built ₹100+ Crore AUM businesses...
05/04/2026

I am proud to share that 500+ MFDs who attended my CFP Coaching have today successfully built ₹100+ Crore AUM businesses.

A journey of consistent learning, discipline, and long-term wealth creation—truly fulfilling to witness their growth and success.

🚨 ₹411+ Lakh Crore in India’s LandscapeIndia’s (Bond & FD) ecosystem is massive - offers lower interest rates 6% t...
25/03/2026

🚨 ₹411+ Lakh Crore in India’s Landscape

India’s (Bond & FD) ecosystem is massive - offers lower interest rates 6% to 8% pa and Higher Taxation upto 40% leads to Post-TAX returns 4% to 6% pa.

📊 (2026)

🔹 Debt Mutual Funds: ₹6+ Lakh Cr

• Corporate Bond Funds – ₹2 Lakh Cr
• Banking & PSU Funds – ₹2 Lakh Cr
• Duration & Credit Risk Funds – ₹2 Lakh Cr

🔹 Arbitrage Funds: ₹3+ Lakh Cr

🔹 Corporate FDs: ₹2+ Lakh Cr

🔹 Corporate Bonds Market: ₹50+ Lakh Cr

🔹 Government Securities (G-Secs): ₹150+ Lakh Cr

🔹 Bank Fixed Deposits: ₹200+ Lakh Cr

🚀 Introducing – Hybrid Funds - (Investment Strategy -Conservative) - Designed for Modern Investors.

✅ Target Risk: Bond+
✅ : 9% to 10% p.a.
👉 Alpha Potential: 2% to 3% over traditional debt over period of 2 years.

✅ :
👉 12.5% LTCG (after 1 year)
Vs 👉 Up to 40% tax in traditional FD / bonds

Finally, It offers Higher expected returns 7% to 9% pa Vs Bond / FD 4% to 6% pa over a period of 2 years with bond+ Risk.

🎯 Why This Matters for You & Your Clients

✔ Ideal for Mass Affluent / HNI / Corporate Treasuries
✔ Better risk-managed returns vs traditional debt
✔ Smart alternative to FDs, Bonds & Low-yield products

🧠 with

📺 Watch 2-Hour Deep Dive by Keyur Shah:

https://lnkd.in/djwuWquB

📅 Join Our Weekly Online Strategy Session

🔗 Register here:
https://lnkd.in/dAzDwFvP

💬 Join

https://lnkd.in/gFE92kmS

🤝 Let’s empower clients with smarter, forward-looking, risk-managed investment solutions.

For queries & Business Development Support
📞 +91 91673 62201

Keyur Shah, CFA, CFP
Head – SIF Category
Prudent CAS Ltd.✅

25/01/2026

Nations don’t rise on weddings and cars.

*They rise on educated minds.*

India will develop when education comes first.

🚀 the !Industry AUM📈 Month 1: ₹2000+ Cr📈 Month 2: ₹3000+ CrBe a pioneer and maximize this opportunity.Join our excl...
16/12/2025

🚀 the !

Industry AUM
📈 Month 1: ₹2000+ Cr
📈 Month 2: ₹3000+ Cr

Be a pioneer and maximize this opportunity.

Join our exclusive - Business Opportunity Presentation ( ) & NISM Common Derivatives Certification exam queries solving online sessions- 2pm to 4pm.

​Speaker:
Keyur Shah, CFA, CFP
Head – SIF Category
Prudent CAS Ltd.

Day:
Every Monday

⏰ Time:
2:00 PM – 4:00 PM

​👇 Click to Register

https://lnkd.in/gKnGvaCh

​Meeting ID: 865 3838 9567 | Passcode: 027306

We look forward to your active participation!

Regards,
Team Prudent

Address

Mumbai

Opening Hours

Monday 9am - 9pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 9pm
Saturday 9am - 9pm
Sunday 9am - 9pm

Telephone

+918169969026

Website

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