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President, Aarvi group
Mansi Shah
Mansi is a President at Aarvi Data and is involved in deal origination, evaluation, investment execution, and in post investment monitoring of portfolio companies and Mutual Fund Distribution. Mansi has previously been a PE investor with some of Renewables and Speciality chemical business. Prior to entering the private equity industry, Mansi has worked in the Arvind Group as Finance Head.
Mansi received her CA in From ICAI and holds a Bachelor’s in Business Administration degree from K. S. School of Management Gujarat .
Mansi is handling investment portfolio of UHNI and HNI since 2005.
About Aarvi
Mission & Vision
Mission
To empower individuals and businesses to make informed financial decisions, achieve their financial goals, and secure their financial future. We are committed to providing expert financial guidance, personalized solutions, and unwavering support to our clients, helping them navigate the complexities of the financial world with confidence and clarity.
Vision
To be the leading and most trusted financial consulting firm in the industry, renowned for our unwavering commitment to excellence, integrity, and client-centricity. We aspire to continuously innovate and adapt to the ever-evolving financial landscape, ensuring that our clients receive the most up-to-date and relevant financial advice and solutions. Through our dedication to making a positive impact on the financial well-being of our clients, we aim to build a legacy of lasting prosperity and financial success for all those we serve."
testimonials
What Client’s Saying
Aarvi is a beacon of trustworthiness and expertise. I wholeheartedly recommend them to anyone seeking not just financial advice, but a true partner in building and safeguarding their wealth. the future looks exceptionally promising, and I am grateful to be on this journey with them.
Kirti R Patel
If you're seeking a partner to navigate the complexities of wealth management, I wholeheartedly recommend aarvi. Their integrity, expertise, and personalized approach make them a standout choice in the world of financial consulting.
Mukesh Saraff
I am honored to share my heartfelt testimonial about my experience with Legacy Wealth Management, a company that has redefined the very essence of trust and financial guidance in my life.
Kaushik Shah
From the moment I engaged with aarvi, their commitment to delivering results was evident. Their expertise in understanding market dynamics, paired with their deep insights into investment strategies, translated into consistent and impressive returns on my investments.
Bharat Shah
I wholeheartedly endorse Aarvi as a trustworthy partner for anyone seeking a reliable and ethical wealth management company. Their commitment to putting clients first, coupled with their exceptional track record, makes them a trusted ally on the journey towards financial success.
Anil Shah
We help you to unlock & unleash the power within.
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