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Ankeet Shah Email & Phone Number

Senior Director - Client Relations at TrustPlutus Wealth Managers (India) Pvt Ltd
Location: Mumbai, Maharashtra, India 10 work roles 2 schools
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Current company
TrustPlutus Wealth Managers (India) Pvt Ltd
Role
Senior Director - Client Relations
Location
Mumbai, Maharashtra, India
Company size
1 employees

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 company 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.

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TrustPlutus Wealth Managers (India) Pvt Ltd

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About Ankeet Shah

Ankeet Shah is a Senior Director - Client Relations at TrustPlutus Wealth Managers (India) Pvt Ltd.

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Ankeet Shah's current company

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TrustPlutus Wealth Managers (India) Pvt Ltd
Trustplutus Wealth Managers (India) Pvt Ltd
Senior Director - Client Relations
Mumbai, MH, IN
Website
trustplutus.com
Employees
1
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10 roles

Ankeet Shah work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Wealth Advisory

Iifl Investment Managers

Mumbai Area, India

 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.

Jun 2018 - Jul 2019

Wealth Manager, Associate Vice President

Axis Bank

KHAR, Mumbai

 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

Hsbc

Bandra, Mumbai

 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

Hsbc

Pedder Road, Mumbai

Jan 2007 - Apr 2007

Financial Planning Manager

Hsbc

Fort Branch, Mumbai

Sep 2005 - Dec 2006

Relationship Manager

Standard Chartered Mutual Fund (Asset Management Co. Which Was Subsequently Bought Over By Idfc)

Fort, Mumbai

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 →

AS Amrita Sengupta Amrita Sengupta Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Kolkata, West Bengal, India, India View → GK Gautam Kale Gautam Kale Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Mumbai, Maharashtra, India, India View → PM Paromita Mukherji Cfp Cm Paromita Mukherji Cfp Cm Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Kolkata, West Bengal, India, India View → SD Sumeet D Sumeet D Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Pune, Maharashtra, India, India View → AM Amit Mehta Amit Mehta Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Surat, Gujarat, India, India View → AN Aditi Nayak Aditi Nayak Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Mumbai, Maharashtra, India, India View → SK Santosh Kubal Santosh Kubal Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Mumbai, Maharashtra, India, India View → NR Nitin Rastogi Nitin Rastogi Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Delhi, India, India View → TV Tanvi Vilas Pawaskar Tanvi Vilas Pawaskar Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Mumbai, Maharashtra, India, India View → AM Ankur Mishra Ankur Mishra Colleague at Trustplutus Wealth Managers (India) Pvt Ltd Delhi, India, India View →
2 education records

Ankeet Shah education

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 Amrita Sengupta, Gautam Kale, Paromita Mukherji Cfp Cm, Sumeet D, and Amit Mehta.

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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