With nearly a decade of dedicated service in the financial planning industry, I am honored to have embarked on a journey that not only aligns with my professional aspirations but also fulfills a profound sense of purpose. Inspired by the noble mission of guiding individuals towards financial empowerment, I have had the privilege of assisting numerous clients in navigating their financial landscapes and realizing their aspirations.

Over the years, I have had the opportunity to work with a diverse array of clients, each with unique goals and challenges. Through meticulous planning and strategic insight, I have been able to devise tailored financial solutions that have empowered my clients to achieve their objectives. Whether it’s retirement planning, wealth management, Risk management or investment strategies, I am committed to providing comprehensive guidance that fosters long-term success.

Central to my approach is the unwavering commitment to serving my clients with empathy, integrity, and professionalism. I believe that establishing a foundation of trust and understanding is paramount in fostering enduring relationships. By actively listening to my clients’ needs and concerns, I ensure that their financial plans are not only robust but also reflective of their aspirations and values.

In a dynamic and ever-evolving industry, I recognize the importance of adaptability and continuous learning. By staying updated on market trends and always learning, I aim to provide my clients with the best strategies for their financial success.

As a financial planner, I am deeply invested in the success and well-being of my clients. I am dedicated to walking alongside them on their financial journey, providing guidance, support, and expertise every step of the way. It is my firm belief that through discipline, consistency, and a genuine commitment to my clients’ best interests, I can help them navigate the complexities of finance and achieve their dreams. I invite you to embark on this journey with me. Together, we can chart a course towards financial security and prosperity.


AIA FA Prestige Club (Titanium) 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024 and 2022

AIA FA Prestige Club (Gold) 2023

AIA FA Prestige Club (Platinum) 2022

Million Dollar Round Table 2024 and 2022
IBF Advanced (Level 3) certified

Associate Financial Planner (AFP)

Bachelor of Science (First Class Honours)


Muhammad Syed ANWAR

Shama is a trustworthy, very sincere and an extremely efficient FC. She is always on her toes to help. Difficult to beat her efficiency.


Shama does her job really well and is a very very responsible FC.


Shama is the best FC to look up to for any kind of financial advice. A very responsible and trustworthy person. She is simply awesome.


Shama is a very efficient and dedicated FC. Post-sales service is awesome. The best FC to look for financial advice.

DRUTI PATEL ( Director)

Shama provides very good financial planning services and is always available any time and day. Post-sales service is commendable. She is highly professional, efficient and readily available to answer any queries.

Yadav Kumar LALIT

Shama is the best FC for me. She is highly focused, diligent and sincere in her work.

Get in Touch

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1800 248 8000


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