PERSONAL FINANCIAL ADVICE

 

 
   
   
   
     

 
   
   
   
     

 
   
   
   
     
 
 
 


Right Returns Financial Planning is one of India’s pioneering financial planning practices. Our team weaves together the advice and implementation which gets delivered to our clients as a singularly perfect outcome. We love our work and comraderie as much as we appreciate the respect we receive from those we interact with. 

Devang Shah: Advisor


Education: MBA (IIM Ahmedabad)
                  CFPCM (India & USA)

Devang Shah started his career in Investment Banking in 1993 and then moved to Personal Financial Planning in 2000, at a time when the profession was practically non-existent in India. He played and active role in bringing the CFPCM mark in India and then went on to receiving his CFP® mark in the US under the cross border policy of the FPSB.

Devang has worn many hats in the profession including serving on the first Examination and Certification committee of the CFP body in India to serving as Chair of the Global Advisory Council of the FPA USA. His persistence and unwillingness to be bogged down by ‘current’ structures & systems has played an important role in Right Returns’ leadership in the area of personal financial advice.

Devang is extremely fond of children and is an avid yoga practitioner.

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Arwa Mukadam: Manager Accounts and Research
Education: Graduate in Accounting and Finance and currently pursuing Master’s in Commerce.

Arwa has successfully completed a summer course in 2007 in Understanding Stock Market Programme by BSE and HSNC board.

Right Returns Financial Planning is her first professional assignment. She handles Accounts and Taxation and also looks after the Data Management of the clients. Besides that she also actively assists on client’s projects and research work. She also looks forward to expand her knowledge and skills without restricting herself to any particular area of work.

She has lot of passion for drawing and painting. She also enjoys travelling, reading and listening to music. She also keeps lot of interest in learning different languages.

Chandni Zaveri: Manager Client Relations & Advisory.

Education: Graduate in Banking and Insurance, Masters in Commerce. Currently pursuing CFPCM (India)

Chandni Zaveri worked with a risk audit firm and a leading Financial Institution before becoming an enthusiastic member of the Right Returns team in July 2009.

Chandni is immensely passionate about her work and helps clients plan, implement and monitor their financial lives by providing pro-active support periodic reviews of their financial situations.

She treasures her time with family and friends. She is creative and enjoys her fitness routine.

Jyoti Dias: Office Manager

Education: Bachelor of Arts

To those who know Right Returns from its early years, Jyoti Dias is an inseperable icon of its existence. She worked for a while in the Shipping industry and steel manufacturing business before joining Right Returns.  

Jyoti has quietly worked at assimilating all the changes that the practice has gone through and continues to go through. Being an integral part of the company she looks after all the administrative affairs of the company including banking, HR matters and office administration. The administrator’s role is one of great responsibility which she handles very efficiently.

Jyoti enjoys her interactions with people and reading fiction is her favourite past time.  

Neha Shah: Client Services Manager
Education: Graduate in Accounting and Finance and currently pursuing CFA.

Neha has done two months internship at Kalyaniwalla and Mistry (Chartered Accountants). She was in the auditing department and had the opportunity to assist in the auditing work of Godrej.

She joined Right Returns in February 2011. She plays a key role in helping clients accomplish a seamless execution of financial decisions. She stays on top of the information to and from clients, maintaining the highest levels of confidentiality and integrity. Besides she is also assisting Chandni in the preparation of client reports and research work.

She likes traveling, dancing and listening to music. Apart from that she likes to read articles and blogs written by various financial planners.

 



 

 
 
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