To speak with a financial advisor
please call: 212.533.5895

rahulshahheadshot_resizedRahul Shah

CEO, Co-founder
Bachelor of Arts in Economics, Boston University
Masters in Business Administration Honors Program, Baruch College Zicklin School of Business

Shah graduated Baruch’s Zicklin School of Business Honors Program in 2006. Following business school, he worked at M&R Capital Management as an analyst where he specialized in analyzing equities and in exchange traded bond funds. After deciding to branch out on his own, Shah founded Ideal Asset Management with a simple vision: take care of your clients. Since October of 2007, Shah has worked hard to make his vision a reality.   He understands that Ideal Asset Management’s clients work hard to achieve their financial goals.

A follower of Warren Buffett and Benjamin Graham, Shah is constantly refining his financial philosophy that minimizes risk while maximizing returns over the long-term.   He believes in purchasing stocks that are titans of their industry and purchasing them at deeply discounted prices.

 

anjaniagarwalheadshot_resizedAnjani Agarwal

COO
Bachelor of Arts in Political Science, UC Riverside
Co-Founder

Agarwal has dedicated herself bringing awareness about Ideal Asset Management. She is responsible for day-to-day management of the company and is responsible for creating many business strategies that increase brand awareness.

She makes sure Ideal Asset Management lives up to its high ethical standards. Agarwal understands that Ideal Asset Management’s clients work hard for their money and understands the company’s fiduciary responsibility towards them very well.