Rohit Shah
Principal officer
GYR Financial Planners Private Limited
IT’S STILL A DAY 1
Hey – it is our pleasure to welcome you to our website.
I am a SEBI Registered Investment Adviser, running a financial planning practice since 2012. I am one of the directors on the board of the Association of Registered Investment Advisers of India (ARIA).
Before starting Getting You Rich in August 2012, I have worked for 14 years with IBM, Citigroup & Sterlite and handled Finance, Project Management, and Technology assignments across many verticals.
In 1998, I started my career with Sterlite Industries (Vedanta Group) & worked in their Aurangabad Plant for ~ 2.5 years. I managed working capital, treasury, and banking operations. The environment at Sterlite was very challenging but never allowed me to fail. I miss Sterlite days and the very enterprising culture, to date.
With that experience of being a banker from the Corporate side, I joined Citigroup in Mumbai in 2001 & managed global transition & transformation projects for ~5 years. At Citigroup, I met a few brilliant people. They really challenged and pushed me. I did not know that my transformation was happening.
I then worked at IBM in Global and Domestic Services Businesses in Bangalore & Mumbai. I received prestigious ‘IBM Certified Delivery Project Executive’ and ‘IBM Certified Senior Project Manager’ certifications.
The great managers, colleagues & clients I met at IBM helped me grow to the next level. IBM values continue to guide me. I say with a lot of pride that my blood has become blue.
After 6.5 years stint at IBM, my Gujarati background took over. I took the plunge after getting my CFP certification.
And now, I am here – Yey!
Since 2012, we have incubated our financial planning practice, strengthened our team, made a huge difference in many lives, and built life-long relations.
It’s still Day 1 for us!
From reducing the cost of capital to transitioning operations to transforming IT services to enabling financial wellness, I have handled a wide variety of assignments.
On our blog, my article What I learned from IBM, Citigroup & Sterlite has all the lessons that I have learned in my corporate career.
We are very passionate about helping our clients achieve their goals.
Cheers,
Rohit
“Extremely structured approach towards goal based savings and financial planning. Right from getting the minutest of the details till the finalization of the plan, everything is very systematic. Extremely talented team, always dedicated towards customer satisfaction. Happy and satisfied to be associated with Getting You Rich“
Why hire us?
Because we can help you.
And becuase we have no hidden agenda.
We have substantial experience in advising the wealth management under financial planning framework. We have a very high rate of engagement renewal. We are one of the few practicing financial planning firms in India who have chosen the ‘Fee-Only’ way of engaging customers.
Qualifications & experience
REGISTRATIONS
- SEBI Registered Investment Advisor
CERTIFICATIONS
- CFP CM
- IBM Certified Delivery Executive
- IBM Certified Sr. Project Manager
- PMP / ITIL
EDUCATION
- Post Graduate Diploma in Business Management
- Bachelor of Commerce
MEMBERSHIP
- FPSB India
- Association of Registered Investment Advisors of India (ARIA)
- The Financial Planners’ Guild of India (FPGI)
- Network FP
Books & Publications
We have written 700+ articles on our blog, published many articles in media and published many eBooks in past. In 2020, we came out with our fist book – MONEY MASTERS – STORIES TO MAKE KIDS MONEY SMART.
STORIES TO MAKE YOU
MONEY SMART
A unique book explanining the difficult money concepts in a simple and easy langugage for children of the age 8-14 years.
