About Us
MAINSTAY WEALTH SERVES THE HIGHLY SPECIALIZED AND SOPHISTICATED NEEDS OF HIGH-NET WORTH, ULTRA-HIGH NET WORTH INDIVIDUALS, AFFLUENT INDIVIDUALS AND FAMILIES THROUGH A COMPREHENSIVE RANGE OF TAILORED WEALTH MANAGEMENT SOLUTIONS.
- Distribution of Wealth Financial Products across Asset classes.
- Broking Solutions for Equity, Debt, Commodities & Currency.
- Investment Management services Primarily Catering to HNI & UHNI Individuals, Families & its Affiliations.
WORKING WITH PRIVATE CLIENTS
Acquiring deep knowledge of wealth solutions, Individual family members and families can benefit from the knowledge we have gained in working with more than 100 wealthy Individuals & families, as well as our deep involvement in the industry. Our team of dedicated professionals, partner with our clients to become “extensions” of their family, by working together to deliver high quality Wealth services & solutions.
OUR CLOUD-BASED WEB PLATFORM & APPLICATION SEAMLESSLY INTEGRATES WITH :-
- Leading portfolio management systems.
- Creates custom reports.
- Retrieves portfolio analytics & performance reports all in one place.
- Adds all your asset classes under one roof for viewing the holistic net-worth of oneself, at a click of a button.
- And much more.
Key Persons
Founder & Chief Principal
Ishaan Shah
Ishaan Shah is a Chief Principal at Mainstay Wealth. Ishan, as a professional entrepreneur with his colleague Abhineet Srivastava set up Mainstay Wealth in 2022. He has worked with big brands suchs as Anand Rathi, IIFL & Motilal Oswal where he has achieved superior eminence for their clients. Ishan is responsible for providing direction and leadership towards the achievement of the organization’s strategic goals and objectives. He also manages product basket for Mainstay Wealth.
Chief HR Manager & Public relations
Preksha Shah
Equipped with more than 10 years of extensive expertise in Human Resources and Public relations, Preksha Shah brings a whole new dimension to Mainstay Wealth. She has a Hands-on experience in Project Management with strategic thinking and intercultural sensitivity & Language.