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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.

This is the performance of some of the funds we have recommended to our 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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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.

Book a free 30-minute portfolio review — no obligation, no jargon, no products pushed.

Your next step – turn ideas into a ₹100 Crores plan.

IRDAI – Registered Insurance Advisor. AMFI – Registered Mutual Fund Distributor.

Sonak Shah is an AMFI-registered Mutual Fund Distributor (ARN-164181). The information provided is for educational purposes only and should not be construed as investment advice. Investment decisions are at the sole discretion of the investor.

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