ABOUT US
"Wish Worth Wealth" is the modern incarnation of "J. Shah & Co." which has become synonymous with quality investments and personalized service. With the dawn of a new era of technology, we also have become more efficient and data-rich. We aim to adopt the technology-fuelled way of providing top-notch service to our clients while preserving the eternal essence of investing wisely.
Since 1987, for over 37 years, we have been a pioneer and a leader in the investment and financial services industry in Surat. We believe in a holistic view of personal finance, a customer- always-first approach and the ulmate aim of financial freedom. As of FY 2023-24, we have more than 1000 crores of assets under management across various financial instruments. We pride ourselves on the fact that over 1700 families and institutions have already availed of our services and we have helped more than 100 families to achieve the “Crorepati” status.
Our core management team consists of two generations of investors. The first brings their educational and vocational training along with their experience in the fields of commerce and law. The second generation is trying to complement the same with their educational training in computer engineering and a quenching thirst for knowledge. New ideas and execution styles coupled with the knowledge and experience make this duo one of the best mutual fund distribution teams in the business nationwide.
We provide a boutique of at-your-door-step services under one roof. We also make sure that all financial services-related needs of our clients are taken care of either in-house or via references. We have a back-office and service team of more than 10 well-trained and qualified people to ensure continued service. We firmly believe in creating long-term relationships with our clients, adding value to their lives and ensuring their best interests.
To reach the nirvana of Financial Freedom smoothly, please allow us to pilot your journey..!
“Time in the market is more important than timing the market.”
As an Industry Leader and Veteran, Mr. Jignesh Shah approaches investments and financial planning not only from numbers and historical points of view; but holistically. He emphasizes painting a multifaceted financial picture; complete with insurance, tax, and estate planning. While being the Founder and President of SGIFAA; he takes a special interest in promoting Mutual Funds as a profitable and cost-effective investment avenue. He is a firm believer in Investor Education and takes part in or organizes such “Investor Awareness Programmes” frequently.
Coming from humble a beginning, he has pursued a bachelor’s degree in commerce and law with passion and zest. He works in the center of the city; in Nanpura and resides on the newly established bank of river Tapi along with his family. He enjoys Long Walks, Theatre, and Literature; and always seems to be on a quest for self-improvement.
Formal Education: B.Com., L.L.B.
Alma Mater: Sir K. P. College of Commerce, V. T. Choksi Sarvajanik College of Law
Experience in the Financial Services Industry: 35 Years
Experience in Mutual Fund Distribution: 23 Years
Mr. Manthan Shah has excelled in the Research and Analysis part of the business. With the help of his analytical skills developed by formal education in the field of computer engineering, he makes the complex analysis of the economy and mutual funds look like child’s play. He advocates “Rational Investing” above all else and firmly believes in “to each their own” portfolio designing. He preaches the ultimate aim of “Financial Freedom for all” and is an avid reader.
He was placed joint 2nd in the most challenging competition for the financial intermediation business and named one of the “Wisest Advisors in India” by Wealth Forum TV and HDFC Mutual Fund and has continued to collect many awards and is recognised as a rising star in the entire Mutual Fund industry by most veterans.
Formal Education: B.E. (Computer Engineering), Numerous professional courses
Alma Mater: Bhulka Bhavan, Vishwakarma Institute of Information Technology - Pune
Part-time experience in the Financial Services Industry: 12 Years
Full-time experience in Mutual Fund Distribution: 7 Years