Shams Tabrez Email & Phone Number

Thank you for visiting my profile!At Summit Kailash, our team specializes in providing tailored capital raising and liquidity solutions, leveraging my mastery in Alternative Investments, Investment Banking & Relationship Management. Our focus on India-focused fund placement has allowed us to deliver strategic advisory services that resonate with our clients' unique needs. We cultivate deep relations with Global Family Offices, HNI/UHNI investors, Institutional Investors to understand their investment philosophy & empower them to navigate the complex investment landscape.With a solid foundation from my MBA at IIM (Indian Institute of Management) Kashipur, with triple Majors in Marketing, Finance & Analytics, I bring a blend of academic rigor & practical experience to the table. I have worked with various organizations, gaining valuable experience & knowledge along the way.At Indian Oil, I learned about the intricacies of the oil and gas industry and worked on projects that had a real impact on the company's bottom line. I gained hands-on experience in financial analysis, risk management, data visualization, taxation and strategic planning.We emerged as the National Semi-Finalists in DS Group’s flagship case competition, Trendsetter 2.0, where we leveraged our marketing expertise to craft innovative digital marketing solutions for Pulse candy, using data-driven market research & consumer insights, competing against 17.5k registrations. Engaging in the Experiential Learning Program at IIM Kashipur, I worked with Badola Mushroom Farm, utilizing my skills for the upliftment of rural women unlocking employment & growth opportunities for them.In addition to my academic and professional pursuits, I was also a Senior Executive Member at The Finance Club, IIM Kashipur and Secretary at Kaptured, The Photography Club of IIM Kashipur, using social media marketing to grow engagements by 14,247% and reach by 4,236%. I also managed Pragati, the IIM Kashipur Investment Fund and I collaborated with the prestigious CFA Institute, as a CFA FIN Leader.These experiences have allowed me to develop strong leadership skills, as well as a deep understanding of the importance of teamwork and collaboration.I am well versed, as well as I have utilised my skills in MS Office, Advanced Excel, Tableau, Power BI and R, to drive projects.Looking ahead, I am excited to continue my journey, with a focus on making a positive impact on society. to create a better and more sustainable world for all.Thank you