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About Us
Founded in 2001, Twenty First Century was built on a simple belief — meaningful wealth creation comes through awareness, discipline and long-term relationships.
Led by a qualified ICWA professional with over 40 years of experience in finance and nearly 25 years in mutual fund advisory, we have spent over two decades helping families and investors build long-term wealth through insightful advice, steady investing habits, and dependable support across changing market cycles.
Today, we proudly serve 200+ clients across India and globally connected NRI families.
Years of Experience
Happy Investors
Client Retention Rate
Our Story
Awareness. Discipline. Long-Term Wealth.
As the next generation joins the business, our vision continues to evolve alongside changing investor needs and a more informed approach to financial planning.
With experience across startups in finance, marketing, operations, and client relationship management, the focus is on combining traditional values of trust with modern financial thinking and personalized guidance.
Beyond building portfolios, we aspire to help individuals and families become more financially aware, confident, and intentional in their financial decisions, making long-term wealth creation more accessible and easier to understand for every family.
Our Approach
Technology can simplify access. Relationships and experience help investors stay aligned with long-term goals.
In today's digital world, investing has become easier and more accessible than ever. But meaningful wealth creation goes beyond simply starting an investment.
It requires patience, clarity, and a broader perspective aligned with personal financial goals.
At Twenty First Century, we believe our role goes beyond helping clients invest. We focus on building lasting relationships and helping families invest with greater awareness, confidence, and consistency through every stage of life.
While technology can simplify investing, we believe trust, experience, and thoughtful decision-making remain essential to long-term financial well-being.
Why Families Trust Us
Experience, clarity, and personal attention remain at the center of every client relationship.
Over four decades of financial experience and long-standing client relationships.
Every financial journey is unique and deserves individual guidance.
We simplify investments and financial planning in a practical and understandable manner.
Our focus is on building trust and supporting clients across different life stages.
Combining traditional trust with modern financial awareness and digital convenience.
Team
Our team of financial and technology professionals is dedicated to helping clients grow, protect, and manage their wealth with confidence and care.
Founder & CEO
Rajesh Shah is the founder of Twenty First Century, bringing years of experience in financial advisory and investment planning. With a strong commitment to client success, he has helped individuals and families make informed financial decisions through personalized wealth management and investment solutions. His vision is to build long-term relationships based on trust, transparency, and financial excellence.
Our Partners
We collaborate with reputed and reliable financial partners to provide our clients with the best investment solutions and long-term value.
