Priyank Shah in

Priyank Shah

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Co-Founder and CEO at The Financialist
📍 Mumbai, Maharashtra, India

Priyank Shah is the Co-Founder and CEO of The Financialist, a SEBI-registered advisory firm he is building into a leading personal finance brand in India. A qualified Chartered Accountant, he is focused on democratizing private wealth management and making exemplary financial advisory accessible to professionals, entrepreneurs, and creators.

He is passionate about building communities and fostering connections among professionals. Priyank actively organizes networking events, such as the "Bombay Mixer" in India and curated dinners for founders and innovators in international hubs like New York and San Francisco, to create spaces for meaningful conversations.

Unique fact: He is expanding his firms community-building efforts internationally to connect with Indians shaping technology and innovation globally.

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Experience
9 Years
Current Role
Co-Founder and CEO
Job Level
Leadership
Location
Mumbai, Maharashtra, India
Personality Overview

How Priyank shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Priyank cares about

Democratizing Wealth Management
His core mission is to make high-quality, comprehensive financial planning and wealth management accessible to a wider audience in India, beyond traditional family offices.
Professional Networking
He frequently organizes curated events, like the "Bombay Mixer" and international dinners, to connect professionals, founders, and creators in meaningful ways.
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Career

Work history

5-2020
Co-Founder and CEO
The Financialist
12-2019 - 6-2020
Director
Fairdeal Industries
8-2016 - 9-2019
Article Associate
S.M. Raikar and Co.
In the press

Media appearances

How The Financialist is redefining financial advice in India. Featured in Economic Times (m.economictimes.com)
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Financial Planning In India Stuck In 'Distributor Mode,' Says The Financialist CEO. Featured in BW Disrupt
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Education
2015 - 2019
Chartered Accountant
The Institute of Chartered Accountants of India
Business/Commerce
Narsee Monjee College of Commerce and Economics
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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