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Our Team

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Kartik Shah

Mr.Kartik Shah is founder and owner of Aatman financial services, His education is Master of Commerce and CA Final Level 1st Group passed, He is AMFI SEBI Registered mutual fund distributor ,He is IRDA certified Insurance advisor. He has experience of working with Chartered accountant firms since 2008,he has also worked atUK basedConsulting KPO,and with top management of wealth management companies.

Apart from this he is running successful YouTube channel named as Investment kiBaat and his blog website named as Investmentkibaat.com. He is dedicated to his mission of spreading financial awareness and education in the area of Investments, Financial Planning, Mutual fund and Insurance. Hewants to prosper his client in the financial world. He wants to prosper India.

Kartik Shah has clarity of thought that WE ARE NOT SALESMAN WHO SELLING ONLY FINANCIAL PRODUCT, BUT WE ARE PROVIDING FINANCIAL SOLUTIONS as per needs, goals and dreams of client and their family members. We want to provide what is best for client and not only what is we have ,That’s reason we are associated with India’s all Mutual fund houses and all Insurance companies and Capital Market and Indian Post Office department.

His client is regularly admired him for his smiling and energetic visionary personality, Professional service, Right advise and adding value to them by his deep knowledge, research and Investor education activities.

Mukti Shah

Mrs.Mukti Shah is Co-owner at Aatman financial services, Her education is B.Com, LLB and CA Inter and she is qualified Advocate at Bar council of India.

Mukti has experience of working with Chartered accountant firm,She has expertise in the area of consulting clients and companies for GST and Income Tax related works.

She has clear thought that number of clients and quantity of how many returns filing each month is not our motto but Best quality work, Finishing work within due dates of tax laws, Complying laws and systematic process oriented work approach is more important and that leads to us Highly reputed companies, professionals and industries as our client who believe in quality service.