At Niyanta FinEdge, our motto is to always give the right suggestion to our client. Ethics, Trust and Performance are the three pillars of our organization. We believe that each portfolio is tailor made and accordingly deserves the right amount of time and effort from our side.
Partners
Partners in the organization
Behind every achievement stands a team of dedicated partners committed to building long-term relationships and results.
Kaushal Shah
A specialist in achieving financial goals and providing tailor made portfolios. Believes in use of technology for research to generate alpha for the clients. Experience of more than 15+ years especially in Smallcap, Midcap, Sectoral and thematic investments.
Atul Shah
A veteran in the financial world with over 40 years of experience and serving more than 250+ customers. He is the backbone of the organization. His sharp reading of the market has helped clients build generations of wealth.
Payal Kothari
An expert in financial domain having worked previously with multiple organizations like Morgan Stanley and Edelweiss Financial services. Her vast experience of more than 20+ years gives the right cushion to investors in all market cycles. A derivative expert and sharp reader of the market.
Testimonials
Love from Clients
I would like to express my sincere appreciation for Mr. Kaushal Shah, who has been my mutual fund advisor for many years. Kaushal has consistently demonstrated professionalism, deep market knowledge, and a genuine commitment to helping me make informed financial decisions. His guidance has always been clear, balanced, and tailored to my personal goals, ensuring that I stay confident and well-prepared through both stable and volatile market conditions. What I value most is his honesty, patience, and proactive approach—whether it is reviewing portfolios, explaining complex concepts, or recommending timely adjustments. Kaushal’s reliability and integrity have made him a trusted partner…
Kaushal and Payal have played a vital role in helping me shape my financial journey. As both my financial advisor and close friends, they bring a rare combination of expertise, patience, and genuine care. They explain complex strategies with clarity and ensures every investment decision aligns with my long-term goals. Their firm maintains high level of ethics and professionalism. I wholeheartedly recommend Kaushal and payal to anyone looking for a trustworthy and intelligent financial distributor.”
Atul and Kaushal have been my financial advisors for more than three decades. What sets them apart is their approach. They don’t push products or chase trends. They build plans around real goals and keep the long view in focus. They understand the market landscape end to end. Mutual funds, insurance, FDs, asset allocation, risk management — they know their craft and stay current. They’re also easy to deal with. No ego, no jargon, always reachable when it matters. Over the years the relationship has moved far beyond transactions. At this point we’re family. And the thread that holds it…
Testimonials
Love from Clients