About Ekaiva
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At Ekaiva, we aim to transform lives through purposeful, goal-based investing — empowering individuals and families to work towards their goals with clarity, confidence, and a long-term mindset.
Ekaiva is a dedicated investment-product distribution firm, helping clients access and understand a wide range of regulated products under one roof — Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Specialised Investment Funds (SIF), GIFT City funds (inbound and outbound), and Insurance. Built on the principles of integrity, transparency, and client-centricity, we focus on relationships that go beyond transactions — they build trust.
Whether you’re starting your very first SIP of ₹500 or exploring sophisticated products like PMS, AIF or SIF, our role stays the same: to help you choose what’s suitable for your goals, explain it in plain language, and stay with you for the long term. With India’s mutual fund AUM crossing ₹70 trillion in 2025 (AMFI) and household savings declining to 18.1% of GDP, investing with clarity has never been more important.
Our approach is goal-based — helping you invest steadily for the long term across market cycles. Because true wealth isn’t just about money; it’s about security, freedom, and the confidence to pursue life’s passions with calm and clarity.
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 make investing simple, transparent, and goal-based — helping every family we serve choose suitable products, invest with confidence, and stay disciplined for the long term, backed by genuine care and clear guidance.
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 decisions
We let you choose suitable products across mutual funds, retirement-focused schemes and insurance, based on your goals. With mutual fund AUM crossing ₹70 trillion (2025), we align strategies with real opportunities.
3. Expert Implementation
We help you act on choosing suitable 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 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.