Head Of Investment
Shubhalakshmi Family Office
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Meet Akbari Email & Phone Number
Head of Investment
at
Shubhalakshmi Family Office
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Shubhalakshmi Family Office
Role
Head of Investment
Location
Surat, Gujarat, India
Who is Meet Akbari? Overview
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Quick answer
Meet Akbari is listed as Head of Investment at Shubhalakshmi Family Office, based in Surat, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Meet Akbari.
Meet Akbari previously worked as Investment Analyst at Shubhalakshmi Family Office and Equity Research Analyst at Finportal. Meet Akbari holds Bachelor Of Business Administration - Bba, Financial Planning And Services from Chitkara University.
Profile bio
About Meet Akbari
I am an MBA student and CFA Level 2 candidate with 3.5+ years of work experience in the BFSI industry and currently working in the Shubhalakshmi Family Office as an investment analyst. I am passionate about finance and investing and committed to learning and growing in this field. In my previous role, I provided customer service and financial advice. I gained experience in various areas, including insurance advisory, lending, investment management, Stock research, and alternative asset class analysis. I also developed strong analytical and problem-solving skills. In addition to my work experience, I have been actively trading stocks for over 3 years. I have a strong understanding of the stock market and I can make informed investment decisions. I am a highly motivated and results-oriented individual. I am always looking for new challenges and opportunities to learn and grow. I am confident that I would be a valuable asset to any team.
Current workplace
Meet Akbari's current company
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Shubhalakshmi Family Office
4 roles
Meet Akbari work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Current
Shubhalakshmi Family Office
My role involves:Screening stocks and performing technical and fundamental research on them.Research of various other investment products like debt, mutual funds etc.Analysing PMS and wealth management agencies to invest in.Analysis of private equity and startup deals. Evaluating new business verticals to expand internationally. Accounting and evaluating current investments.
Dec 2023 - Present
Equity Research Analyst
My scope of work was to screen and analyze SME and Main-board companies and debt securities.
Oct 2023 - Nov 2023
Intern
Elss Nidhi Ltd
Fields of work.1) Financing - Home loans, Mortgage loans, Cash credit, and Business loans are the products in which I have worked. My duty was to analyze clients' and clients' business financials to suggest them for what EMI amount they should go for at the current stage and then arrange the client's loan file and do the loan procedure with the bank.2) Insurance Advisor - Worked in Health and Life insurance segment. My work was to analyze the client's income, and family member's… Show more Fields of work.1) Financing - Home loans, Mortgage loans, Cash credit, and Business loans are the products in which I have worked. My duty was to analyze clients' and clients' business financials to suggest them for what EMI amount they should go for at the current stage and then arrange the client's loan file and do the loan procedure with the bank.2) Insurance Advisor - Worked in Health and Life insurance segment. My work was to analyze the client's income, and family member's health status and as per the risk appetite suggest them the best life and health insurance plan and for which company they should go for, and for how much sum insured. I also got a client to make a health insurance claim as the agent refused to take matters into his hands.3) Company Incorporation - Worked as an assistant for the incorporation of the company doing all the paperwork. Show less
Jul 2021 - Jul 2022
1 education record
Meet Akbari education
FAQ
Frequently asked questions about Meet Akbari
Quick answers generated from the profile data available on this page.
What company does Meet Akbari work for?
Meet Akbari works for Shubhalakshmi Family Office.
What is Meet Akbari's role at Shubhalakshmi Family Office?
Meet Akbari is listed as Head of Investment at Shubhalakshmi Family Office.
Where is Meet Akbari based?
Meet Akbari is based in Surat, Gujarat, India while working with Shubhalakshmi Family Office.
What companies has Meet Akbari worked for?
Meet Akbari has worked for Shubhalakshmi Family Office, Finportal, and Elss Nidhi Ltd.
How can I contact Meet Akbari?
You can use AeroLeads to view verified contact signals for Meet Akbari at Shubhalakshmi Family Office, including work email, phone, and LinkedIn data when available.
What schools did Meet Akbari attend?
Meet Akbari holds Bachelor Of Business Administration - Bba, Financial Planning And Services from Chitkara University.
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