



Wealth Is Planned
Generational wealth starts with one risk-taker
Building Trust, Growing Wealth
Diversify To Reduce Risk
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
| 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 |
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
Testimonials
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.