About
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Contact Information
| Phone | 083694 60917 |
|---|---|
| Address | Office No.1 And 2, Ratan House, Charni Road, Nagpada, Mumbai, Maharashtra 400004, India |
| Website | https://www.shwealth.in/ |
| Location | 18.9619669, 72.8303035 |
Opening Hours
| Monday: 10:00 AM – 6:30 PM |
| Tuesday: 10:00 AM – 6:30 PM |
| Wednesday: 10:00 AM – 6:30 PM |
| Thursday: 10:00 AM – 6:30 PM |
| Friday: 10:00 AM – 6:30 PM |
| Saturday: 10:00 AM – 6:30 PM |
| Sunday: Closed |
Categories / Tags
Reviews
Jay’s advisory service was prompt and very well rounded. He created a plan considering my circumstances and gave ample time to understand my goals, situations and roadblocks. At the end, the plan that he created is extremely sound, grounded in facts and is really wholistic. No more double guessing and giving into random financial trends — once done, you simply have to follow the roadmap that he has planned with you ! Am one happy client! !
Excellent financial advisor. Very professional, knowledgeable, and patient in explaining investment options. Highly recommended
I got Jay’s reference from a cousin who has been taking advice from him for a few years. As someone new to mutual funds and financial planning, Jay helped me deploy my unutilised funds into mutual funds in a structured manner. He also provided me with a goal-based strategy for my kids’ education and helped calculate my retirement corpus. What stood out was his ability to simplify complex financial concepts and offer advice that felt both practical and tailored to my situation. I’ve found his approach to be transparent, disciplined, and focused on long-term outcomes.
I renewed my contract with Shwealth and continue to shift from regular to direct plans in a phased manner. The personalized finance model developed by Jay is a great value addition from last year. With the model I have a much better understanding and control of my finances.
Working with Jay Sheth over the past 8–10 months has been a genuinely reassuring experience. Beyond helping structure my investments and financial planning, he has consistently gone above and beyond—offering thoughtful guidance on major decisions like property purchases, portfolio balance across gold, silver, and mutual funds, and even navigating the personal and family aspects that come with financial choices.
His advice is practical, balanced, and always given with genuine care. What started as financial guidance has grown into a trusted partnership. I truly appreciate his integrity, clarity, and commitment to doing what’s right for his clients.