Munjal Shah

Munjal Shah is a seasoned SEBI Certified Investment Advisor with a strong background in financial services, specializing in guiding clients towards their investment goals through various asset classes.

Starting his career in 2006 at Merrill Lynch Asset Management in Philadelphia, Pennsylvania, Munjal Shah honed his expertise in mutual funds, fixed income, and other asset classes, laying a solid foundation for his future endeavors.

In 2009, Munjal Shah transitioned to Fort Investment Centre, where he currently serves as a Senior Partner and Investment Advisor, offering tailored investment solutions and strategic advice to a diverse clientele.

Munjal's holistic approach to investment management includes personalized strategies, risk mitigation, retirement planning, legacy solutions, and cash flow analysis, demonstrating his commitment to helping clients achieve their long-term financial objectives.

Educationally, Munjal holds a Bachelor of Commerce degree in Economics from Mumbai University, and furthered his academic pursuits with an MBA in Finance and Accounting from the esteemed Lebow School of Business at Drexel University.

With a passion for assisting clients in identifying and working towards their financial aspirations, Munjal Shah combines his academic knowledge with hands-on experience to provide comprehensive investment guidance and portfolio management services.