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Wealth Is Planned

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

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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.

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