OUR PEOPLE & EXPERTISE
Experience. Perspective.
A shared purpose.
70+ years of combined team experience, brought together to help families build financial understanding and plan for a meaningful future.
Founder & Chief Mentor
Director & Financial Planning Expert
OUR FOUNDER
Tarun Parikh
Founder & Chief Mentor
Former Banker · Bank of India
With a distinguished career in banking and a deep understanding of financial markets, Tarun Parikh serves as the guiding force and mentor behind Jivisha Planners and Invest Mentors, formerly known as Fund4Fortune. His experience and perspective guide the organisation’s commitment to thoughtful financial planning, financial education and long-term family wellbeing.
“Financial freedom is not a privilege, it is a right — when you have the right guidance.”
As Founder and Chief Mentor, he provides strategic direction and nurtures the team’s shared purpose: helping individuals and families make informed decisions and work towards financial freedom across generations.
OUR ADVISORY LEADER
Shaily Shah
Director & Financial Planning Expert
With over 20 years of experience in financial services, Shaily brings a deep understanding of financial portfolios and the evolving needs of individuals and families. Her approach connects a family’s financial position, responsibilities and aspirations with clearly defined goals and a structured plan.
Areas of expertise
- Portfolio Understanding & Analysis
Assessing how existing investments work together, their risk exposure and alignment with financial priorities.
- Family Needs & Goal Mapping
Translating family aspirations, responsibilities and life stages into clear financial goals.
- Goal-Based Financial Planning
Connecting investments and resources with near-term needs and long-term milestones.
- Holistic Financial Perspective
Bringing savings, investments, protection, retirement and legacy priorities into one connected view.
- Financial Mentoring & Women’s Empowerment
Making financial concepts accessible and strengthening confidence in money decisions.
Education & professional development
NISM Series V-A certification
Advanced Management Program in Fintech & Financial Blockchain — IIM Calcutta (2023–2024)
MBA in Marketing — D.A.V.V. University, Indore (2000–2002)
“A meaningful financial plan begins with understanding the family, not just the numbers.”
OUR COLLECTIVE STRENGTH
A plan for your money.
The knowledge to own your decisions.
Our experience supports a personal approach: understanding your needs, making choices clearer and helping you participate confidently in your financial journey.
Let’s begin with what matters to you.
A thoughtful conversation is the first step towards a clearer financial future.