Expertise
Journey
After spending over 15 years in the service industry, Shilpa Khandhedia began a second professional innings post-COVID by joining Orbit Financial Services as a Financial Advisor. With a strong foundation in client service and relationship management, she brought a people-first approach into the world of financial planning.
What started as a career transition soon became a meaningful mission to help individuals and families make informed financial decisions. Today, Shilpa supports clients in building disciplined investment strategies and long-term wealth creation plans designed around their life goals.
Philosophy
Shilpa believes financial planning is not just about investments, but about creating security, confidence, and freedom for the future. Through thoughtful guidance, disciplined investing, and a long-term perspective, she helps clients approach wealth creation with clarity and purpose.
Her focus is on helping families protect what matters, grow steadily, and stay aligned to their aspirations.
What She Does Today
At Orbit Financial Services, Shilpa specializes in strategic investment planning and wealth management for individuals and families. Her approach centers on goal-based planning, long-term portfolio building, and helping clients stay committed through every stage of their financial journey.
Combining empathy with financial discipline, she works as a trusted partner in helping clients turn aspirations into sustainable financial outcomes.
Her vision is simple: help families create, grow and preserve wealth with confidence for generations to come.