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GRY financial planners

GRY financial planners

Principal Advisor: Rohit Shah

SEBI RIA REG NO: INA000015996

Mumbai, Maharashtra

I am a SEBI Registered Investment Adviser, running a financial planning practice since 2012. I am one of the directors on the board of the Association of Registered Investment Advisers of India (ARIA).

Startup FinanceBusiness PlanningESOP Planning
Meet GRY financial planners

Financial planning for the startup ecosystem

Services Offered

Startup Financial Planning

Comprehensive financial planning for startup founders and employees.

ESOP Planning

Planning for Employee Stock Option Plans and equity compensation.

Exit Planning

Financial planning for startup exits and wealth management.

About GRY financial planners

We are a customer-centric financial planning firm with 11+ years of experience in helping Indian families living within and outside of India. Our goal is to help you live the life you want by building a secure future for you and your loved ones.

Client Testimonials

Amit's expertise in startup finance helped me plan my ESOPs effectively.

Rahul Kumar

Startup Founder

Excellent guidance on managing startup wealth and planning for exits.

Priya Singh

Tech Professional

Frequently Asked Questions

What is ESOP planning?

Planning for Employee Stock Option Plans to maximize their value and tax efficiency.

How do you help startup founders?

We help with personal financial planning, ESOP management, and exit planning for startup founders.

Our vision is to help bring about a world that confidently makes smart financial decisions.
Office Address: 5th Floor, MIT TBI, Kashyap Building, MIT WPU Campus, Rambaug Colony, Kothrud, Pune, Maharashtra 411038
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