Jignesh Shah personal email
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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.
Capital Advisors (Www.Capital-Advisors.In)
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Founder - Investment AdvisorCapital Advisors (Www.Capital-Advisors.In) Jan 2014 - PresentMumbai, Maharashtra, IndiaWealth AdvisorySuccession PlanningFinancial Training
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ConsultantReligare Private Wealth Feb 2014 - Feb 2017Mumbai Area, India -
Executive DirectorSarasin Alpen India P. Ltd. Feb 2011 - Oct 2013Mumbai, India
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Head Of Investment Strategy And Head Of Investment AdvisoryRbs Private Banking Jan 2005 - Feb 2011Mumbai, India
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Portfolio ManagerAsk Rj Investment Mngt Nov 2000 - Jan 2005Mumbai, India
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Strategist (Earlier Avp-Research)Triumph International Securities Ltd. 1995 - 2000Mumbai, India
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Article ClerkG M K & Co. 1991 - 1994
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Article ClerkG M K & Co. 1991 - 1994
Jignesh Shah Skills
Jignesh Shah Education Details
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Cfa Institute, UsaChartred Financial Analyst, Usa -
IcfaiChartred Financial Analyst, India -
Icai5Th Rank All-Over India In Nov'93 -
Bkm High SchoolEnglish, Maths, Science, Ss, Hindi, Gujarati
Frequently Asked Questions about Jignesh Shah
What company does Jignesh Shah work for?
Jignesh Shah works for Capital Advisors (Www.capital-Advisors.in)
What is Jignesh Shah's role at the current company?
Jignesh Shah's current role is CEO & Founder - Capital Advisors.
What is Jignesh Shah's email address?
Jignesh Shah's email address is mr****@****ail.com
What schools did Jignesh Shah attend?
Jignesh Shah attended Cfa Institute, Usa, Icfai, Icai, Bkm High School.
What skills is Jignesh Shah known for?
Jignesh Shah has skills like Private Banking, Wealth Management, Equities, Portfolio Management, Investments, Capital Markets, Investment Banking, Asset Managment, Mutual Funds, Banking, Structured Products, Private Equity.
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Jignesh Shah
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