Aditya Shah
Financial advisor and CIO of Hercules Advisors
Contact Aditya

Aditya is a Chartered Financial Analyst (CFA) charterholder (a requirement to become a top fund manager worldwide) and a SEBI registered Investment Advisor.

He is the founder and CIO of Hercules Advisors, where he focuses on investments for the long term in high quality publicly listed Indian companies at reasonable valuations. As a investment manager, his primary goal is to protect capital followed by the goal to generate returns.

He is complete financial doctor providing advise across asset classes like debt, direct equity etc.

Education: CFA(US)
Investment advisor since: 2016 (3+ years)
Fee only advisor? : Yes (How much does a financial advisor cost?)
Number of clients: 10+
Based In: Mumbai

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

Recent Answers on DhanWise

Should I sell my mid cap funds?

Aditya Financial advisor and CIO of Hercules Advisors
Answered Jul 24, 2019

Hi Mukund,The stock markets have not being doing too well over the past 18 months and it is no surprise that your funds are not doing too well.First of all you should ha… ( more )

Hi Mukund,The stock markets have not being doing too well over the past 18 months and it … ( more )

Is it advisable to invest in gold now?

Aditya Financial advisor and CIO of Hercules Advisors
Answered Jul 3, 2019

People invest in gold during times of uncertainty.people perceive gold as a safe asset!However during the past 4-5 years...when there was no uncertainty the gold returns… ( more )

People invest in gold during times of uncertainty.people perceive gold as a safe asset!Ho… ( more )

Are the debt funds safer than equity funds?

Aditya Financial advisor and CIO of Hercules Advisors
Answered Jun 11, 2019

Debt and Equity are two different products. Equity is part ownership of the company. There is no return which is guaranteed in equity. The returns are contingent on the… ( more )

Debt and Equity are two different products. Equity is part ownership of the company. The… ( more )