Jignesh Shah Email & Phone Number

I have more than 25 years of experience in Preserving & Growing Wealth for HNIs (Top Corporate Mngt & Business Owners). Having worked with reputed organizations, my area of expertise includes - Wealth Management, Investment Advisory and Product Management, (10 years+) Discretionary Portfolio Management (5 years) and Equity Broking as Sales-side Analyst (equity research analyst and Strategist role - 6 years). Further -I have worked with both – Banking and Non-Banking - entities and hence I am well aware of its internal processes and policies. I have an extensive knowledge of setting up Product Platform (including Direct Equities, Fixed Income, Mutual Fund, Structured Product, Real Estate, TFS besides overall Strategic and Tactical Asset Allocation) for Private Clients and High Net-worth families, while leading the team of Product and Investment Advisors and meeting key HNI clients regularly. Setting up of these product lines individually as distinct projects has involved interaction with various internal as well as external stakeholders I have also been collaborating with Investment Banking team, for various fund raising and M&A activities, for private banking clients. Experience as an equity analyst has helped me significantly in this activity. I have been regularly appearing in media.Specialties: Heading Investment Strategy, Investment Advisory and Product function - Wealth Management, Private banking, Product development, Client Development Strategy, Product Management, Mutual Fund Platform, High Net Worth client strategy (Structuring and Execution), Portfolio Advisory.

Listed skills include Private Banking, Wealth Management, Equities, Portfolio Management, and 25 others.