About

Ms. Falguni Shah (CEO)

Professional Background:

Falguni is a financial service provider with 15 years of expertise serving both domestic and foreign clientele. Since 2007, she has served as FuSec Investments’ founder and director. She is a Certified Investment Adviser (CIA), NISM Series-X-A: Investment Adviser (Level1) and (Level2), Certified Financial Goal Planner (CFGP), and Goal Planning Specialist (GPS).

Falguni conducts Investor Awareness Programs (IAP) to empower investors. Her training courses cover a variety of topics, such as developing personal financial goals, providing investment advising services to retail and corporate clients, goal planning, asset allocation, reviewing portfolios, rebalancing, and more.

Falguni has won numerous accolades, including the WOW (Winners Of Worthiness) Award for Financial Planning & Wealth Creation and others from major financial and mutual fund organizations. She also earned the Entrepreneur Excel Award for “Outstanding Contribution & Selfless Service to the Society”. She spoke on Radio one 94.3 as a guest with a celebrity RJ Hrishi K. for an entire week of 22 July to 27 July 2019, about the topic of “Stop Your Finances From Being At War With Your Goal” as a guest speaker.

Falguni is a philanthropist who actively participates in a number of charitable causes. She is also a founding member of the tree plantation society www.wishatree.org, a pro-nature organization that supports nature. More than 9000 seedlings have been planted by her.

 

Qualifications and Certifications:

  • Certified Investment Adviser (CIA)
  • NISM Series–X-A: Investment Adviser (Level1) & (Level2) Certification Examination
  • Certified Financial Goal Planner (CFGP)
  • Goal Planning Specialist (GPS)
  • AMFI Certified Mutual Fund Distributor
  • IRDA Certified Insurance Broker
  • BSc Microbiology, DMLT-Pathologist