Professional Highlights & AchievementsCWA & CFA with more than 25 years of experience in areas of Retail Broking, Corporate Strategy and Real Estate. Core experience in retail broking, covering all functions of retail broking from research to operations, all types of client segments from Retail to Mass Affluent to HNI, all channels – branches, franchisees and internet. Played a pivotal role in building one of the most successful Retail Broking business in the country at Motilal Oswal. Was instrumental in building the largest and the most profitable network of franchisees in retail broking. Have built and managed the best advisory team for its scale - 300 plus advisors at Motilal Oswal, advising all client segments: PCG, Mass Affluent and Retail. Have the experience of setting up and managing a retail fundamental and technical research team. Creating products covering all aspects of Equities: investing to trading, cash markets and derivatives. The Top 5 performing stocks in Indian Equities from 2010 to 2015 were identified by the Retail Research unit set up in 2010. Have built and developed teams, many management trainees have taken up leadership position in due to this process in few years.Mergers and Acquisitions of six firms in broking space – equity and real estate. Presently associated with Edelweiss Broking Limited as Head real estate secondary sales. Building the secondary sales real estate broking business from start with an innovative franchise model for the Indian real estate market. Skills Business Sense Leadership & People Development Strategy Execution Organisation DesignProductivity and Efficiency Improvements Marketing and Sales Mergers and Acquisitions Consulting Client Relationship
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CooFamily Office Pico CapitalMumbai, Mh, In
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Angel InvestorInflection Point Ventures Sep 2019 - PresentMumbai -
CooFamily Office Pico Capital Mar 2019 - PresentMumbai Area, India
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ConsultantSelf-Employed Apr 2016 - PresentMumbai Area, India
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Director - PcgReligare Securities Jun 2011 - PresentMumbai Area, IndiaSetting up the PCG Broking desk
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Senior Vice PresidentEdelweiss Broking Ltd. Mar 2013 - Apr 2016Heading Real Estate Secondary Sales -
Associate Director & Co-Head Retail Equities And DerivativesMotilal Oswal Securities Limited Jan 1999 - Jul 2011Associate Director - Retail Equities and DerivativesCo-Head of the Retail Broking Business at Motilal Oswal Securities Limited -
Associate Director - Business StrategyMotilal Oswal Securities Ltd 1999 - 2010Formutaled strategies for business growth, client segmentation & profiling for better acquistiion strategy, profiling and servicing. -
ManagerMafatlal Securities Limited Jun 1995 - Dec 1998Setting up of BSE broking, DP SERVICES Sales - Institutional BrokingRetail Broking
Manish Shah Education Details
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Bharda New High SchoolFinance
Frequently Asked Questions about Manish Shah
What company does Manish Shah work for?
Manish Shah works for Family Office Pico Capital
What is Manish Shah's role at the current company?
Manish Shah's current role is COO.
What schools did Manish Shah attend?
Manish Shah attended Bharda New High School.
Who are Manish Shah's colleagues?
Manish Shah's colleagues are Arun Pathak, Shashi Munjal, Simran Mehta, Ruchita Bisen, Sanskriti Ghai, Kapil Singh, Dimple Mirchandani.
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Manish Shah
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Manish Kumar Shah
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Manish Shah
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