Charmi Paresh Shah

Co Founder at Torient Services | CFP CWM CRA CDIP QPFP | Second Generation Personal Finance Expert | Long term Investor

[FIFA India @fifaindiaorg]

Dear Mr. Chauhan, MFDs find the new NSE MF Platform complicating transactions and servicing.

@ashishchauhan @NSEIndia @SEBI_India @amfiindia @yogeshsharma69 @DhruvLMehta @NileshShah68 @kirtanShahCFP @roopa17venk @iRadhikaGupta @nimishu @AashishPS @mohanty_swarup @kalpenParekh

[Ask Circle @mfrtind]

It’s almost there?

Yes the wait is going to be over in the next 5 days.

Let’s meet at JW Marriott, Pune!

#MFRT

[Charmi Paresh Shah @charmicfp]

@StepSetGo
I think ssg is the cheating his member reply me on my mobile number or otherwise I wil go to print media

[Charmi Paresh Shah @charmicfp]

@StepSetGo
Hi I am Paresh Shah I am your pro member and since last so many months I am asking your team about refund the amount which I have paid but always they say please send me payment screenshot which was I had sent somany times but they are replying sent me copy of the same

[Ask Circle @mfrtind]

The countdown to #MFRT 2024 has started. Very excited we are, see you at ITC Grand Chola, Chennai.

[Radhika Gupta @iRadhikaGupta]

KYC is a problem crying to be fixed as of yesterday. In a world where we have Aadhar and some of the best digital public infra in the world, it also seems very doable.

In a strange new rule from KRAs, customers who are KYC registered can invest in funds they have folios. But without getting a Validated tag, they cannot invest in new mutual funds. This is putting newer MF players at a major disadvantage.

For MFDs who have to validate and comply with these rules again and again, cost of doing business just goes up at a time when we should focus on market expansion.

I do hope this is addressed definitively very soon if we aim to bring MF to every home.

[Nilesh Shah @NileshShah68]

Kudos to all Mutual Fund Distributors and Intermediaries who tirelessly keep on updating KYC requirements for their clients.
SEBI should direct KRA agencies and the RTAs to do a better job.

[Charmi Paresh Shah @charmicfp]

Bank account is link with Pancard is link with Adhaar card is link with mobile, BANK account and also it contains Fingerprint and Ratina also given family relation
Money come for investment is via bank only
Now what left in KYC to declare

[Nilesh Shah @NileshShah68]

Kudos to all Mutual Fund Distributors and Intermediaries who tirelessly keep on updating KYC requirements for their clients.
SEBI should direct KRA agencies and the RTAs to do a better job.

[AMFI India @amfiindia]

As part of the Women’s Day celebrations AMFI organised a special event to honour the remarkable contributions of women fund managers, research analysts and dealers in the mutual funds industry on March 11, 2024. SEBI Chairperson, Ms. Madhabi Puri Buch graced the occasion.

[1 Finance @1FinanceHQ]

Starting your financial journey? Begin by collating essential documents and leveraging NSDL & CDSL statements. This preparation is where art meets science in financial planning, turning your goals from dreams into achievable targets.

Tune in now on your favourite audio platform to discover how to lay a robust foundation for your financial roadmap.

Listen here: https://t.co/YbEIDtgRBj

@charmicfp

[1 Finance @1FinanceHQ]

Today marks the launch of the Advisory Committee for Qualified Financial Advisors - Mumbai Chapter 2024 at 1 Finance, an initiative that underscores our commitment to enhancing the personal finance advisory landscape.

We embark on a mission to elevate financial literacy, empower individuals with the knowledge to make informed decisions, and foster a more inclusive financial ecosystem in India.

Here's to building a community where financial well-being is not just an aspiration but a reality for everyone.

@viralbhatt81 @AmitMTrivedi @DIFP_arvind @Bhuvasiyer @charmicfp @GauravKarnik88 @kalpesh_ashar @MashruKhyati @mohinimahadevia
@nishsanghavi @pkketkar @TiveshShah @yogita_dand @anoojrmehta

[1 Finance @1FinanceHQ]

Introducing the Advisory Committee for Qualified Financial Advisors - Mumbai Chapter 2024!

Each member unites their mission into a shared mission, dedicated to the future of personal finance advisory. They are visionaries crafting a future where financial guidance stands as a pillar of trust, accessibility, and empowerment. Experience their steadfast commitment to revolutionising the financial advisory landscape, making it more inclusive, ethical, and progressive than ever before.

@viralbhatt81 @AmitMTrivedi @DIFP_arvind @Bhuvasiyer @charmicfp @GauravKarnik88 @kalpesh_ashar @MashruKhyati @mohinimahadevia @nishsanghavi @pkketkar @TiveshShah @yogita_dand @anoojrmehta

[Ramesh Bhat K @hibhat]

@SEBI_India @PMOIndia @NileshShah68 @mohanty_swarup @MFBALA @padhucfp @amfiindia

[1 Finance @1FinanceHQ]

For newlywed couples, it is important to clearly define individual and shared expenses and set budgets that are in alignment with your short, medium and long-term financial goals.

In addition to this, it’s advisable to have a financial plan for working towards your ambitions at various stages of life.

In our latest issue, our qualified financial advisor, Charmi Shah (@charmicfp), explains how to allocate your income based on your financial goals and lifestyle for a secure future together.

Read more on 1 Finance magazine: https://t.co/2AjlSnfr5J

[1 Finance @1FinanceHQ]

This thread is authored by @charmicfp, Co-Founder at Torient Services, Member of the Advisory Committee for Qualified Financial Advisors - Mumbai Chapter, @1financehq

And for more insights on personal finance do follow
@1financehq

[1 Finance @1FinanceHQ]

In the ever-shifting sands of life, an emergency fund serves as the safety net beneath our feet. It's not merely money saved; it's peace of mind earned.

Tune in now on your favourite audio platform and delve deep into the importance of emergency funds and why they're a cornerstone for financial stability.
Link: https://t.co/YbEIDtgRBj

Ft. @charmicfp

[Charmi Paresh Shah @charmicfp]

Again it got locked ... Any permanent solution for this @LinkedInIndia

[Charmi Paresh Shah @charmicfp]

I am not an active user of @LinkedIn. I tried to login after 2-3months and updated my profile. Now my account is locked and permanently deleted by @LinkedIn @LinkedInIndia @LinkedInHelp. Any solution?

[Charmi Paresh Shah @charmicfp]

@padhucfp Before 2018 it was ESCORT Mutual fund

[Parmeshwar Pawar @Parmesh73821403]

@padhucfp sir, could you please explain the reason about non performance of quant small cap fund before 2020