FinVoyage

The story of FinVoyage is a narrative of passion, expertise, and a deep-seated desire to democratize financial wellness. It began not in a boardroom, but with the vision of its founder, Shital Shah, a seasoned financial professional with over two and a half decades of experience. Having completed his B.E. in 1991 and an M.B.A. in Finance in 1994, Shital embarked on his entrepreneurial journey by launching A. G. Financial Services (AGFS) in 1996. For years, he diligently helped clients and their families navigate the complexities of personal finance, building a reputation for insightful wealth-building strategies and a client-first ethos. He became the first person in Gujarat to complete the Certified Financial Planner (CFP) program in 'challenge status' in just three months, a testament to his profound expertise and dedication.

As the financial world evolved, so did the vision. Recognizing the transformative power of technology, FinVoyage was conceived as the digital evolution of AGFS. The core objective was clear: to elevate financial literacy and enhance the quality of investment decisions for a broader audience. The mission was fueled by a passion for helping people achieve true financial freedom, enabling them to live enjoyable lives without the stress of financial uncertainty. This digital initiative was spearheaded by Atmin Shah, an IIT Gandhinagar and IIM Indore alumnus who turned down prestigious offers from top consulting and investment banking firms to lead FinVoyage's technological charge. Together, they are building a platform grounded in decades of experience but geared for the future, committed to providing unbiased, transparent, and growth-oriented financial guidance to help every client on their unique journey to prosperity.