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Kunal Shah Email & Phone Number

Individual Financial Planner at Financial Planner
Location: Mumbai, Maharashtra, India 6 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
Individual Financial Planner
Location
Mumbai, Maharashtra, India
Company size

Who is Kunal Shah? Overview

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Quick answer

Kunal Shah is listed as Individual Financial Planner at Financial Planner, a with 171 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Kunal Shah.

Kunal Shah previously worked as Insurance Advisor at Apollo Munich Health Insurance Company Ltd. and Tax Consultant at Tax Consultant. Kunal Shah holds Bachelor Of Commerce (B.Com.) from Siws.

Company email context

Email format at Financial Planner

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Financial Planner

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Profile bio

About Kunal Shah

I believe in - "We earn regularly; We spend regularly Shouldn’t we also invest regularly?"

Listed skills include General Insurance, Term Life Insurance, Mutual Funds, Tax Preparation, and 3 others.

Current workplace

Kunal Shah's current company

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Financial Planner
Financial Planner
Individual Financial Planner
Employees
171
AeroLeads page
6 roles

Kunal Shah work experience

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

Individual Financial Planner

Current

Mission:To make successful investors out of customers by applying the best of fundamental and technical knowledge in a customized fashion for each type of InvestmentSpread awareness about Financial Planning among Individuals and Corporate and the relevance of Financial Planner as a major support for customers in the whole process of planning their future

Apr 2012 - Present

Tax Consultant

Current
Tax Consultant

For Individual/Salaried/Retainers/LLP's/Partnership Firms

May 2007 - Present

Insurance Advisor

Current
Life Insurance Corporation Of India
Jan 2002 - Present

Inome Tax Trainee

Shantilal Haria & Co
Jun 1999 - Oct 2000
Team & coworkers

Colleagues at Financial Planner

Other employees you can reach at investwithdvsuresh.com. View company contacts for 171 employees →

2 education records

Kunal Shah education

Bachelor Of Commerce (B.Com.)

Siws

Education record

Don Bosco High School
FAQ

Frequently asked questions about Kunal Shah

Quick answers generated from the profile data available on this page.

What company does Kunal Shah work for?

Kunal Shah works for Financial Planner.

What is Kunal Shah's role at Financial Planner?

Kunal Shah is listed as Individual Financial Planner at Financial Planner.

Where is Kunal Shah based?

Kunal Shah is based in Mumbai, Maharashtra, India while working with Financial Planner.

What companies has Kunal Shah worked for?

Kunal Shah has worked for Financial Planner, Apollo Munich Health Insurance Company Ltd., Tax Consultant, The New India Assurance Co. Ltd., and Life Insurance Corporation Of India.

Who are Kunal Shah's colleagues at Financial Planner?

Kunal Shah's colleagues at Financial Planner include Mark Bunker, Robbie Muller, Mary Williams, Fitri Assari, and Steven Gutow.

How can I contact Kunal Shah?

You can use AeroLeads to view verified contact signals for Kunal Shah at Financial Planner, including work email, phone, and LinkedIn data when available.

What schools did Kunal Shah attend?

Kunal Shah holds Bachelor Of Commerce (B.Com.) from Siws.

What skills is Kunal Shah known for?

Kunal Shah is listed with skills including General Insurance, Term Life Insurance, Mutual Funds, Tax Preparation, Risk Management, Personal Income Tax Returns, and Partnership Taxation.

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