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Ankeet Shah Email & Phone Number
Senior Director - Client Relations
at
TrustPlutus Wealth Managers (India) Pvt Ltd
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Director - Client Relations
Location
Mumbai, Maharashtra, India
Company size
Who is Ankeet Shah? Overview
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Quick answer
Ankeet Shah is listed as Senior Director - Client Relations at TrustPlutus Wealth Managers (India) Pvt Ltd, a with 1 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Ankeet Shah.
Ankeet Shah previously worked as Senior Vice President, Wealth Advisory at Iifl Investment Managers and Vice President, Wealth Advisory at Iifl Investment Managers. Ankeet Shah holds Master'S Of Commerce, Business/Commerce, General from Mumbai University Mumbai.
Company email context
Email format at TrustPlutus Wealth Managers (India) Pvt Ltd
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TrustPlutus Wealth Managers (India) Pvt Ltd
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Profile bio
About Ankeet Shah
Ankeet Shah is a Senior Director - Client Relations at TrustPlutus Wealth Managers (India) Pvt Ltd.
Current workplace
Ankeet Shah's current company
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Trustplutus Wealth Managers (India) Pvt Ltd
10 roles
Ankeet Shah work experience
A career timeline built from the work history available for this profile.
Senior Director - Client Relations
Senior Vice President, Wealth Advisory
Framing asset management strategies for individuals and business owners towards the accomplishment of their short term and long-term goals. Providing individuals/ HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investment planning. Evaluating client’s quarterly asset allocation and suggesting restructuring of portfolio. Understanding client’s financial requirements, designing &… Show more Framing asset management strategies for individuals and business owners towards the accomplishment of their short term and long-term goals. Providing individuals/ HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investment planning. Evaluating client’s quarterly asset allocation and suggesting restructuring of portfolio. Understanding client’s financial requirements, designing & creating structured solutions, developing the Investment Policy Statement for evaluating risk return profile, constraints and investment horizon. Taking adequate measures to ensure optimum utilisation of surplus funds of HNIs’ towards the accomplishment of revenue and profitability targets. Show less
Jun 2018 - Jul 2019
Vice President, Wealth Advisory
Jun 2015 - Jun 2018
Associate Vice President, Wealth Advisory
Feb 2010 - Jun 2015
Wealth Manager, Associate Vice President
Spearheading HNI client investment and portfolios including the NRI clientele across countries. Interacting with clients & offering them investment solutions including Portfolio Management Services, Structured Products, Private Equity, Mutual Funds as well as General and Life Insurance.
Jan 2009 - Jan 2010
Associate Vice President – Premier Relationship Manager
Handling HNI client investment and portfolios including NRI clientele across countries. Providing investment solutions to clients with respect to Portfolio Management Services, Structured Products, Mutual Funds and Insurance. Offering Customized Local and Global Banking solutions to the clients.
Apr 2007 - Dec 2008
Senior Financial Planning Manager
Jan 2007 - Apr 2007
Financial Planning Manager
Sep 2005 - Dec 2006
Relationship Manager
Standard Chartered Mutual Fund (Asset Management Co. Which Was Subsequently Bought Over By Idfc)
Key Responsibilities: Establishing smooth relationships with Individual Financial Advisors and Stock Brokers. Promoting the Equity and Debt schemes of the Fund House.
Dec 2003 - Sep 2005
Team & coworkers
Colleagues at TrustPlutus Wealth Managers (India) Pvt Ltd
Other employees you can reach at trustplutus.com. View company contacts for 1 employees →
AN
Aditi Nayak
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
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GK
Gautam Kale
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
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SK
Sanjay Kothari
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
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CS
Chanakya Sukhramani
Colleague at Trustplutus Wealth Managers (India) Pvt LtdDelhi, India
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AS
Amrita Sengupta
Colleague at Trustplutus Wealth Managers (India) Pvt LtdKolkata, West Bengal, India
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YD
Yogesh Dugar
Colleague at Trustplutus Wealth Managers (India) Pvt LtdKolkata, West Bengal, India
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RG
Rana Ghosh
Colleague at Trustplutus Wealth Managers (India) Pvt LtdKolkata, West Bengal, India
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VS
Vivek Srivastava
Colleague at Trustplutus Wealth Managers (India) Pvt LtdGreater Ahmedabad Area, India
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SK
Sameer Kaul
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
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AA
Aanchal Almal, Cfa
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
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Aditi Nayak
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
View →
GK
Gautam Kale
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
View →
SK
Sanjay Kothari
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
View →
CS
Chanakya Sukhramani
Colleague at Trustplutus Wealth Managers (India) Pvt LtdDelhi, India
View →
AS
Amrita Sengupta
Colleague at Trustplutus Wealth Managers (India) Pvt LtdKolkata, West Bengal, India
View →
YD
Yogesh Dugar
Colleague at Trustplutus Wealth Managers (India) Pvt LtdKolkata, West Bengal, India
View →
RG
Rana Ghosh
Colleague at Trustplutus Wealth Managers (India) Pvt LtdKolkata, West Bengal, India
View →
VS
Vivek Srivastava
Colleague at Trustplutus Wealth Managers (India) Pvt LtdGreater Ahmedabad Area, India
View →
SK
Sameer Kaul
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
View →
AA
Aanchal Almal, Cfa
Colleague at Trustplutus Wealth Managers (India) Pvt LtdMumbai, Maharashtra, India
View →
2 education records
Ankeet Shah education
Master'S Of Commerce, Business/Commerce, General
Bachelor Of Commerce - Bcom, Business/Commerce, General
FAQ
Frequently asked questions about Ankeet Shah
Quick answers generated from the profile data available on this page.
What company does Ankeet Shah work for?
Ankeet Shah works for TrustPlutus Wealth Managers (India) Pvt Ltd.
What is Ankeet Shah's role at TrustPlutus Wealth Managers (India) Pvt Ltd?
Ankeet Shah is listed as Senior Director - Client Relations at TrustPlutus Wealth Managers (India) Pvt Ltd.
Where is Ankeet Shah based?
Ankeet Shah is based in Mumbai, Maharashtra, India while working with TrustPlutus Wealth Managers (India) Pvt Ltd.
What companies has Ankeet Shah worked for?
Ankeet Shah has worked for Trustplutus Wealth Managers (India) Pvt Ltd, Iifl Investment Managers, Axis Bank, Hsbc, and Standard Chartered Mutual Fund (Asset Management Co. Which Was Subsequently Bought Over By Idfc).
Who are Ankeet Shah's colleagues at TrustPlutus Wealth Managers (India) Pvt Ltd?
Ankeet Shah's colleagues at TrustPlutus Wealth Managers (India) Pvt Ltd include Aditi Nayak, Gautam Kale, Sanjay Kothari, Chanakya Sukhramani, and Amrita Sengupta.
How can I contact Ankeet Shah?
You can use AeroLeads to view verified contact signals for Ankeet Shah at TrustPlutus Wealth Managers (India) Pvt Ltd, including work email, phone, and LinkedIn data when available.
What schools did Ankeet Shah attend?
Ankeet Shah holds Master'S Of Commerce, Business/Commerce, General from Mumbai University Mumbai.
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