Moneycare Financial Planning

http://www.moneycareplanner.com/company_profile.htm

Money Care Finncial Planning is an independent Asset Consulting and Financial Planning Company, with a focus on helping people in their Lifestyle Planning.

The company was founded in 2001 by Mrs. Zankhana Shah. She was originally working at Haven Financial Pvt. Ltd, her family business of Share Broking and Trading, before she decided to establish her own practice.

During her tenure with the broking firm, it came to her attention that people are driven more by greed and fear than by their present overall financial status or any specific financial objective. Seeing the effect that this has on people’s financial and personal lives, she was encouraged to start an independent financial planning company of her own. Thus, in 2001, Money Care Financial Planning was born.

Vision:


Our vision is to see our clients achieving their financial goals assisted by our knowledge and financial expertise.It is all encompassing: We are not going to miss the Forest for the Trees.


Mission:


Our mission is to enhance our client’s decision making skills, by imparting knowledge of financial decisions, thereby leading to greater confidence in the financial planning process.

Core Value:
Integrity! Integrity! Integrity! Trust us. Your needs will always be first.

Director's profile


Zankhana Shah, Head of Money Care Financial Planning is a Chartered Accountant and the first practicing woman financial planner having the mark of CFP®.

She is a Director of Haven Financial Securities Ltd, a member of the Bombay Stock Exchange, the National Stock Exchange and Haven Comtrade Pvt. Ltd, a member of commodity exchange, MCX and NCDEX. This family-owned company provides services ranging from Depository services and Share and Stock Broking to Derivatives and Commodities services.

Before starting her own financial planning company, Zankhana Shah worked as a systems consultant in DTTI, one of the leading Chartered Accountant Firms in India , and has served companies such as Reliance Ltd, Jet Airways, Elbee Courier and more.

QUALIFICATIONS


Zankhana Shah belongs to the pioneer group of Indian Financial Planners who received their CFP® certificate at the first ever ceremony in Mumbai in March 2005.

She is a qualified chartered accountant (1997) from the Institute of Chartered Accountants of India , and is a B.Com. Graduate from Mumbai University 1996.

Her other qualifications include a diploma in BAAN Enterprises Resource Planning Package (ERP), a certificate from NITIE, Powai (1998), an AMFI certificate for mutual fund distribution, and an IRDA certificate for selling Life / General Policies.

She also holds a certificate for selling small saving schemes and has attended courses on information & systems management.

Besides the above mentioned professional & academic achievements, Zankhana Shah also has to her credit the following:



She is a member of the Capital Market Committee of Indian Merchant Chambers, one of the oldest and most respected business chambers in India

She has lectured as a faculty member to CFP® Education Providers

She has written articles related to Financial Planning in leading business newspapers such as Hindustan Times, Times of India , Financial Express, Outlook Money, and websites such as www.moneycontrol.com and more.

She has lead seminars as Head Speaker in various business chambers & in the Institute of Chartered Accountants of India.