About Ekaiva
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At Ekaiva, we aim to transform lives through purposeful financial planning empowering individuals and families to achieve their goals with clarity, confidence, and long-term security.
Ekaiva is a dedicated wealth management firm, committed to guiding clients through every stage of their financial journey. Built on the principles of integrity, transparency, and client-centricity, we deliver solutions that go beyond transactions—they build trust.
We offer a comprehensive suite of services, including financial planning, diversified investment strategies, risk management, and estate planning. With India’s mutual fund AUM crossing ₹70 trillion in 2025 (AMFI) and household savings declining to 18.1% of GDP, strategic planning has never been more critical.
Our approach is holistic—preserving, growing, and transferring wealth effectively while ensuring peace of mind. Because true wealth isn’t just about money; it’s about security, freedom, and the confidence to pursue life’s passions without financial stress.
Vision
To build a world where every individual feels financially empowered, understood, and guided with integrity—creating a future of financial confidence, generational wealth, and peace of mind for every family we serve.
Mission
To deliver deeply personalised wealth-management solutions that honour each client’s unique goals and life journey. We strive to combine expert financial strategy with genuine care, ensuring that every decision, plan, and recommendation is rooted in what’s truly best for them—today, tomorrow, and for generations ahead.
Trust, integrity, and expertise at the heart of every solution.
At Ekaiva, we believe every financial journey is unique. That’s why our approach is personalized, comprehensive, and built around your goals. We guide you step by step ensuring clarity, confidence, and long-term success.
1. Discovery & Understanding
We start by understanding your current finances, goals, and priorities. With India’s household savings falling to 18.1% of GDP (FY24), clarity is the first step to security.
2. Strategic Planning
We create a tailored plan covering investments, retirement, taxes, and insurance. With mutual fund AUM crossing ₹70 trillion (2025), we align strategies with real opportunities.
3. Expert Implementation
We turn plans into action by choosing the right financial tools and products. With 80% of Indians lacking formal retirement savings, timely execution is key.
4. Proactive Monitoring & Adjustment
We track your plan and adapt to changes. With personal debt up 15% in FY24, proactive reviews protect you against risks.
5. Ongoing Communication & Education
We keep you informed with updates, reports, and simple guidance. With financial literacy at only 27% in India, our focus is to make finance easy and accessible.
At Ekaiva, we are committed to continuously improving and aligning our services with what truly matters to our clients. To strengthen this vision, we are establishing a Client Advisory Board a select group of valued clients who will share feedback, insights, and perspectives on our strategies and services. This initiative reflects our dedication to building a genuinely client-centric environment, where your voice shapes the way we grow and serve.
At Ekaiva, we believe finance is more than numbers - it’s about trust, responsibility, and creating real value. CO - founded by Kartik Shah and Shivani Asme Shah, Ekaiva was built to be a reliable partner in every financial journey.
Kartik Shah, Founder, has been active in the stock markets since 2015, inspired by his father Rahul Shah, a seasoned investor since 1981. With this foundation, Kartik shaped Ekaiva around transparency, reliability, and a client-first approach ensuring individuals and families can invest with confidence.
Shivani Asme Shah, Co-Founder, brings her MBA in Marketing, along with strong expertise in research and strategy. She is passionate about making financial knowledge accessible so that people don’t just earn, but also learn to make smarter decisions. At Ekaiva, she ensures every recommendation is backed by research, accuracy, and foresight.
Together, Kartik and Shivani envision Ekaiva as more than a financial platform — it’s a place where trust, knowledge, and growth come together under one roof.