The "north star" is believed to be the anchor of the northern sky. It is a landmark, or sky marker, that helps those who follow it determine direction as it glows brightly to guide and lead toward a purposeful destination.
We at North Star Wealth strongly believe that one has to have a goal or destination in mind in order to undertake a journey, be it in life or in investments. Once you decide where you want to go and what you want to achieve with your investments, we will be the guiding light in your journey and help you reach your destination.
As rightfully said by Stephen Covey,
"Begin with the end in mind."
our approach starts by understanding your end goals and what you want to achieve through your investments.
At North Star, our focus is to always keep our clients at ease by addressing all insecurities mindfully. By maintaining absolute clarity in all financial procedures, we ensure our clients feel extremely secure by eliminating all doubts. This helps the client make an informed decision without hesitation.
We understand that we all have various responsibilities in our lives, and including planning finance. But not to worry, we can be your personal CFO and take care of your financial plans while you can focus on your family, work, hobbies and other important aspects of your life which need your attention.
Our vision is to be able to successfully spread awareness about the importance of Goal-based Financial Planning.
This highly competitive world requires financial discipline in ones lives and focussing our attention on the end goal helps design your financial journey more efficiently. Technology Destruction is happening much faster than people have anticipated & all of us have to be more organised and better prepared with our finances.
With over 15 years of experience in Wealth Management and with over a decade long of being a Certified Financial Planner, Amit Mehta has worked with a very reputed boutique wealth management firm and has experienced the good sides, the bad sides as well as the risks of financial planning.
The experience of the Booms of 2007-2008 and Lows of 2009 & 2013, has helped him master his skills in helping investors earn risk-adjusted returns by personalised importance in financial planning and asset allocation.
His experience has crafted solutions that have helped clients sail through very difficult times like 2008 and 2013 and 2020.
Being well-read and well influenced in wealth management, at North Star, one of the most important principles he stands by is that of the famous investor, mutual fund manager and philanthropist, Peter Lynch, "Know what you own, and know why you own it". That means, do your homework before making a decision. And once you've made a decision, make sure to re-evaluate your portfolio on a timely basis. A wise holding today may not be a wise holding in the future.
With a degree in Bachelor of Computer Applications and an MBA in finance, Madhvi Shah is a powerhouse of information in wealth management. With almost a decade long in the industry, she multi-tasks with Operations, Accounts, Studies and Analyses Fundamental Charts of "A Group" companies for long term investments.
Her premise is based on earning the clients' trust every day. Her objective is not achieve a “sale” but to focus on the clients and their needs, and hence, deliver what is required. With core values like these she believes that when she nurtures her clients with fairness, honesty, empathy and respect, they would want to do business with her.
She drives her work based on the principle stated on a quote by the famous investor, economist and professor, Benjamin Graham, "The individual investor should act consistently as an investor and not as a speculator". This means, in sum, that he should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money’s worth for his purchase–in other words, that he has a margin of safety, in value terms, to protect his commitment.