Director
Moneywise Investments
In 1978, Shashi Adatia set up Moneywise Investments with her husband, Pankaj, and since then, the company has continued to flourish under their leadership. “When I first started Moneywise with my husband 40 years ago, there were around 30 insurance brokers on the same road as ours,” Adatia says. “We are now the only ones that still exist from these 30 businesses. It makes me really proud that everything I put into my business has paid off.”
Today, amid the growing demand for online insurance, Moneywise maintains a strong market presence thanks to the couple’s consistent personal approach from start to finish. As director and co-owner, Adatia oversees the company’s general insurance division, including auto, home and business insurance. Her solid reputation has enabled her to not only retain loyal clients, but also significantly expand her client base through recommendations and referrals.
Being multilingual has also helped Adatia stand out from the crowd with her clients. “When I started 40 years ago, there were not many women in the industry, let alone any Asian women,” she says. “Initially, it was a struggle to gain respect from my peers and others in the industry, but with hard work and determination, I have been able to succeed in what I enjoy.”
