FinsoKart is the independent financial distribution practice of Tapan Shah — built on a corporate finance career, not a sales quota.
Tapan has spent 14+ years in corporate finance and treasury roles — covering cash flow management, financial planning & analysis, treasury operations, risk assessment, audit, and corporate accounting across large group companies and professional services firms.
That background — reading balance sheets, managing cash flow and assessing risk professionally — now shapes how FinsoKart approaches personal financial advice: goal-first, product-second.
Every recommendation starts from your goal, timeline and existing portfolio.
Access to 40+ AMCs and multiple insurers, so the shortlist isn't limited to one company's products.
Portfolios are reviewed periodically, not just sold and forgotten.
A first conversation costs nothing and commits you to nothing.
Book a free consultation