Member Directory
Member Directory

Member Directory

Meet Chaitali Shah

She's a Financial Wellness Advocate

Chaitali Shah

I conduct workshops on various financial instruments and I am a financial wellness advocate, who helps urban educated women to achieve their financial wellness and their family’s too.

I have been responsible for managing my family wealth since 2000 from the age of 21. I have 5 years of experience as a financial advisor. Alongside I have followed my passion for art, travelled widely and enjoyed adventure sports.

To me being wealthy includes freedom of time to pursue what one wants. To work for a few hours and lead a comfortable, healthy and fulfilling life.

Educated urban women are understanding the importance of financial literacy and are stepping forward to take up financial decision making. I am one of them and am here to support them

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Credentials

MCOM & MA Economics Financial Economics - Visiting Faculty at Wilson College, Mumbai

Certifications

Certified Financial Life Planning and Investment Adviser – International Certification jointly awarded by The Women Financial Advancement Network, The Garrett Planning Network and PGIM India Mutual Fund
Aug 2022 - No Expiry
11+ Yrs

Company
Established

150+

Programs &
Training

4.7/5

Average Rating
for our Programs

12,000+

Lives
Impacted

300+

Live Coaching
Sessions

Before we meet again

You are here because you are ready to commit to building a lifelong partnership with money. However, if you are still on the fence, we would hate to have you leave empty-handed.

Here is a small gift for you. Gain clarity and purpose to lead a healthy and fulfilling life. We welcome you into the WFAN family.

Free guide to help you get started.

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