About Finpotters

Who we are

Finpotters is the trade name under which Shital Shukla and Jija Roy work as AMFI-registered Mutual Fund Distributors. We give families access to investment, protection and lending solutions, and we make sure each decision is understood before it is made.

Financial decisions are getting more complex. There are more products, more opinions and more noise than ever. Most families do not need more noise. They need a calm, structured way to think about their money, and someone they can call when they have a question.

The people you will speak to

Shital Shukla

Co-Founder, Finpotters

Two decades+ of experience in understanding finances, marketing, brand building and business development.

Qualifications

B.Sc., PGDMSM, MBA
AFGP: Advanced Financial Goal Planning (AAFM India, 2018)
Diploma of Finance and Mortgage Broking Management (AAMC Training Group, Australia, 2026)
Diploma of Project Management (Canberra Institute of Technology, Australia, 2025)
NISM Series V-A, Mutual Fund Distributors (valid till 14 Oct 2027)
NISM Series XXI-A, PMS Distributors (valid till 4 Sep 2029)
IC38: Life Insurance Agent exam (Insurance Institute of India, 2025)

ARN-87539 · EUIN E073731 · valid till 14 Oct 2027
IRDAI URN AILI0301250160 (life insurance)

Jija Roy

Co-Founder, Finpotters

Two decades+ in banking and customer relationships, with a keen eye for detail and the acumen to ease financial operations.

Qualifications

BA Economics, MBA (Finance)
AFGP: Advanced Financial Goal Planning (AAFM India, 2018)
NISM Series V-A, Mutual Fund Distributors (valid till 14 Dec 2027)
NISM Series XXI-A, PMS Distributors (valid till 4 Sep 2029)

ARN-152830 · EUIN E016370 · valid till 14 Dec 2027
APMI APRN00191 · EUIN E00157 · valid till 4 Sep 2029

Our vision

To contribute to a financially aware community where individuals and families make informed and disciplined financial decisions.

Our story

Finpotters was founded on a simple belief: financial success is not driven by market timing or speculation. It comes from structured thinking, informed decisions and long-term discipline.

Many investors today hear fragmented tips and fast-changing market stories. Without clarity, this often leads to inconsistent results: buying when everyone is excited, selling when everyone is afraid, and holding products nobody explained.

Finpotters aims to bridge the gap between financial products and financial understanding. We offer access to investment, protection and lending solutions within one structured framework, so that each piece fits with the rest of your family's goals.

Our role

Finpotters works across several financial service areas. In each one, the product itself comes from a regulated institution. Our job is to help you understand it, access it and keep it in line with your goals.

Mutual fund distributionEquity, debt, hybrid, index and international schemes, as AMFI-registered distributors.

PMS facilitationAccess to Portfolio Management Services run by SEBI-registered portfolio managers. Jija Roy is APMI-registered for PMS distribution.

Stock advisoryStock advisory from SEBI-registered partners, for investors interested in direct equity.

Alternative investmentsAlternative Investment Funds and InvITs (SEBI-regulated) and GIFT City funds (IFSCA-regulated), for suitable investors.

InsuranceTerm life and health insurance, to protect the family and the goals you are saving for.

Lending solutionsHome loans, car loans, business loans, loan against property, loan against securities and more.

We work with regulated financial institutions and product providers, and we suggest solutions based on your needs and preferences. See our approach for how a conversation with us actually runs.

Our guiding principles

Investor interest firstEvery financial decision should serve your long-term well-being, not a sales target.

Structured wealth creationLong-term wealth is built through disciplined investing, diversification and patience.

Risk protectionGrowing money is only half the job. Families also need protection against the unexpected.

Responsible distributionEvery product is offered with transparency and within the regulatory framework that governs it.

Common questions

How does Finpotters earn?

We earn commission from Asset Management Companies on Regular Plans of mutual funds, and commissions or fees from other financial institutions as permitted under the applicable regulations. You can ask us what we earn on any product before you invest.

Do you only work with families in one city?

No. We work with families across India and with Indians living abroad, including in the USA, the UK, Canada, the European Union, the UAE, Australia and New Zealand. Most conversations can happen by phone, video call or WhatsApp.

Who will I actually speak to?

You speak directly to Shital Shukla or Jija Roy, the two people behind Finpotters. There is no call centre in between.

Do you promise returns?

No. Market-linked products go up and down, and nobody can promise returns. What we can offer is a clear process, honest explanations and regular reviews.

Please note: Finpotters is the trade name under which Shital Shukla and Jija Roy act as AMFI-registered Mutual Fund Distributors. We earn commission from Asset Management Companies on Regular Plans. Any suggestion we make is incidental to distribution and limited to mutual fund schemes. PMS distribution: Jija Roy, APMI-registered (APRN00191), valid till 4 Sep 2029. Life insurance: Shital Shukla, IRDAI URN AILI0301250160. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.