Hi, I am Truptesh Shah, Founder of Deontic Group, and a Certified Financial Planner (CFPCM) by Qualification
My journey into financial planning was driven by a passion for helping people make smarter, more confident decisions about their money. I believe that true financial security isn't about chasing market trends; it's about having a thoughtful, long-term plan tailored specifically to you.
I have been a Certified Financial Planner (CFPCM) since Nov 2006, a qualification that demonstrates my commitment to the highest standards of ethics and professional practice. With over 26 years of experience in the financial services industry, I have had the privilege of guiding clients through various market cycles and helping them achieve their unique financial goals. My work experience has provided me with a deep understanding of mutual funds, wealth management, and strategic financial planning.
The word "Deontic" means "duty" or "obligation." For me, it represents a deep commitment to serving your best interests. This is more than a business — it's my professional duty to provide independent, objective, and unbiased advice that puts your goals first.
When you work with us, you're not just getting investment advice. You're gaining a dedicated partner who is committed to guiding you every step of the way.