Ishan Shroff Email & Phone Number

Equity Advisor | Investment Strategist | Financial Planning ExpertAs an experienced Equity Advisor, I help individuals and institutions navigate the complexities of investment management and capital markets. With a strong focus on tailored equity strategies, my mission is to empower clients to build and preserve wealth through informed, data-driven decisions.Over the course of my career, I’ve cultivated a deep understanding of both domestic and global equity markets, leveraging my expertise in fundamental analysis, risk management, and portfolio optimization. I work closely with clients to assess their unique financial goals, risk tolerance, and time horizons, crafting customized solutions designed to maximize returns while managing risk.Whether advising on equity research, market trends, or long-term investment strategies, my goal is always to deliver transparent, objective, and actionable insights that align with each client’s financial vision.Let’s connect and discuss how we can work together to achieve your financial goals.

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  Equity And Derivatives Advisor

  Motilal Oswal Financial Services Ltd

  Nov 2022 - Present - Mumbai

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  Prahladrai Dalmia Lions College Of Commerce & Economics

  B+