Sonak Shah
Wealth Planner & Founder, GrowthnValue.com & 100Crs.in
“My job is not just to grow your wealth — it is to make sure it outlives you.”
Over two decades ago, I made a choice that has defined everything since: to put my client’s wealth before selling products. In a world where most financial advisors are incentivized to sell, I chose to be measured by a single standard — whether my client’s reach their goals.
With an MBA from Long Island University, USA and more than 20 years of portfolio management experience, I have helped families across Mumbai build wealth that doesn’t just grow — it endures. I’ve guided first-generation wealth creators through market cycles, and I’ve sat with their children to ensure that what was built with discipline is preserved with wisdom.
Because I have seen what happens when wealth transitions without a plan. And I’ve made it my life’s work to make sure that never happens to my clients
Our Offerings
Growth
Equity/Stocks
Mutual Funds
Portfolio Management Services
Alternate Investment Fund
Value Preservation
Bonds
Gold
Global Diversification
International Stocks
International ETFs
Insurance
Life Insurance
Health Insurance
| Date : 30/03/26 | Returns | |||||
| Scheme Name | AUM (Rs. Crores) | Category | 1 Year | 3 Years | 5 Years | 10 Years |
| Sensex 30 | - | Equity | -5.36 | 6.84 | 7.54 | 11.03 |
| Nifty 50 | - | Equity | -3.60 | 8.76 | 8.48 | 11.21 |
| Nippon India Large Cap Fund | Above 40k | Equity | -2.35 | 15.31 | 14.90 | 13.88 |
| HDFC Balanced Advantage Fund | Above 90k | Equity | -1.39 | 14.66 | 15.45 | 13.90 |
| Nippon India Small Cap Fund | Above 60k | Equity | -2.15 | 17.81 | 20.11 | 19.67 |
| ICICI Pru Value Fund | Above 50k | Equity | -0.20 | 17.24 | 17.73 | 14.90 |
| HDFC Mid Cap Fund | Above 80k | Equity | 3.89 | 22.25 | 19.87 | 17.49 |
| Parag Parikh Flexi Cap Fund | Above 110k | Equity | -1.32 | 16.81 | 15.36 | 16.60 |
| Gold | - | Commodity | 63.13 | 27.21 | 22.52 | 16.73 |
| Fixed Deposit | - | Debt | 6.20 | 6.60 | 7.20 | 8.10 |
| PPF | - | Debt | 7.10 | 7.90 | 8.00 | 8.70 |
Also from Sonak Shah
Great research deserves a great plan behind it.
Stock ideas are the fuel. A structured wealth plan is the engine. If you are ready to put your research to work with a goal-driven, long-term strategy — let’s build your path to ₹100 Crores.
Your next step – turn ideas into a ₹100 Crores plan.
Overview
I started GrowthnValue with a single belief: that every person — regardless of where they begin — deserves clear, honest, and effective wealth guidance. Over 20 years, I have worked closely with families and professionals across Mumbai to build portfolios that grow steadily, withstand volatility, and pass meaningfully to the next generation. This is not a transactional relationship. It is a long-term partnership built on trust, transparency, and one shared goal — yours.
Expertise & Experience
With 20+ years of navigating Indian and global markets, I have seen every cycle — the rallies, the crashes, and everything in between. That hard-won experience means your portfolio benefits from pattern recognition that no algorithm or first-year advisor can replicate. I don't learn on your money.
Time Saving
I track the markets so you don't have to. While you focus on your career, your business, and your family, I monitor your investments — watching for opportunities, flagging risks, and acting when it matters. Your time is your most valuable asset; protect it.
Risk Management
I believe protecting what you have is just as important as growing it. Every portfolio I build is stress-tested across market scenarios — so when volatility strikes, your wealth is positioned to weather it, not be eroded by it. Peace of mind is part of the plan.
Mission
To grow your wealth with intention — and make sure it outlives you, reaching the people and causes you care about most.
Vision
To be the most trusted name in wealth planning in Mumbai — known not for the size of portfolios we manage, but for the lives we help transform.
Belief
I believe great wealth advice should not be a privilege. Every family deserves a plan, a partner, and the confidence that their financial future is in honest hands.