Know about us
Finlance, founded in 2022, provides wealth management services for High Net-Worth Individuals and Family Offices, underpinned by Strong Investment values that aim to deliver tangible results for all investors.
Our top-down research approach helps to identify the untapped growth opportunities and thereby crafting bespoke solutions in the areas of listed Equity portfolio management for our clients using our greatest asset- the pooled intellectual capital of our team.
Finlance is fast, flexible and consistent in achieving financial goals and our CIO, Mr. Vandan Shah focuses on generating returns for our investors. We believe in transparency, which builds trusts resulting into implementation of best strategies.
Our Team
The face and the backbone of Finlance, he is a certified NISM Research Analyst along with being a Chartered Accountant. He is a person with proficient quantitative skills to collect, analyze and interpret numbers and data to help the company make informed decisions.
The right hand of our CIO, she is assertive and independent individual who conducts primary research from industry sources and provides investment recommendations. She is decisive and dedicated in providing assistance with regard to Investment decisions.
Portrayed as an exerting individual, he plays a vital role in the growth and expansion of Finlance. He works collaboratively to contribute to the overall success by identifying potential clients, nurturing existing relationships and creating strategies to generate new businesses.
Positioned with sole responsibility of the efficient functioning of the Operations in Finlance, he plays a vital role in optimizing workflows. With his interpersonal skills, he makes recommendations on client’s operational level queries thus solving them in real-time.
As an early participant, who is always keen to learn and grow, he works at the ground level operations, thus ensuring that daily activities run smoothly and efficiently. He acts as an assistance to the Operations Manager and is a useful asset to Finlance.