About Us
About
Vipul Shah - Founder and CEO
A Chartered Accountant and Chartered Financial Analyst (AIMR, USA) with over 30
years of experience across investments, wealth management, taxation, estate
planning, offshore investment, investment banking, equity research, real estate,
structured products, debt markets, corporate finance, and derivatives.
Before founding INPact Wealth Advisors, he served as Managing Director at JM
Financial Services, where he helped built the UHNI Private Wealth practise from
ground zero into one of India’s Top 5 wealth firms.
A passionate investor, Vipul has introduced several innovative financial products in
India and contributed to insightful wealth research. He brings a multidisciplinary
lens to life and wealth advisory due to his interest in history, science &
technology, philosophy, psychology, finance, health, music, and travel.