Who is Sonak Shah? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sonak Shah is listed as Wealth Management Specialist at 100crs.in, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sonak Shah.
Sonak Shah previously worked as Founder at Growthnvalue and Finance Manager at International Wholesale Club. Sonak Shah holds Master Of Business Administration - Mba, International Finance from Long Island University.
Company email context
Email format at 100crs.in
This section adds company-level context without repeating Sonak Shah's masked contact details.
100crs.in
Review company-level records connected to Sonak Shah before choosing the right outreach path.
Profile bio
About Sonak Shah
At GrowthnValue.com, our team's expertise in operations, finance, and financial services, bolstered by an MBA in International Finance, enables us to offer bespoke investment solutions. With a comprehensive approach, we facilitate clients in navigating investment decisions, enhancing portfolio performance, and ensuring regulatory compliance. Our services extend to incorporating life insurance into holistic financial planning, securing our clients’ financial futures.Our recent endeavors include developing strategic financial models and driving growth initiatives, reflecting a robust background in financial analysis and risk management. The core mission is to empower investors by providing educational resources, diligent customer support, and fostering an environment where informed decision-making thrives. We achieve this by leveraging a wealth of experience in financial services and a commitment to delivering value and wealth growth.
Current workplace
Sonak Shah's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Sonak Shah work experience
A career timeline built from the work history available for this profile.
Founder
Assist investors in making informed investment decisions.Assess risk profiles, and encourage portfolio diversification.Aid in tax planning and ensure compliance with regulatory guidelines.Helping investors build diversified portfolios tailored to their needs, ultimately aiming to enhance the performance of their investments.Monitor investments, provide educational resources, and offer customer support.Providing a suite of services focused on helping individuals and families safeguard their financial futures through insurance.Assist with underwriting and act as intermediaries between clients and insurance companies.Offering broader financial planning services, integrating life insurance into comprehensive financial strategies. The assessment is pivotal in ensuring clients have the right coverage.
Finance Manager
International Wholesale Club
• Implemented new models and streamlined processes to enhance infrastructure and expand capabilities.• Developed and deployed strategic plans and reporting analysis for driving growth and business development.• Developed comprehensive risk management strategy to preserve capital quality.• Assistance in business forecasting and budgeting by providing financial reporting data to internal management reporting teams.• Drove expense management and profit improvement initiatives.
Oct 2020 - Aug 2023
Sr. Research Associate
I T Nanavati
• Established financial models on selected public companies in order to present ideas to clients for investment purposes.• Developed and maintained periodic analytical financial reports, forecasts, budgets, models.• Performed fundamental equity valuations/analysis to develop investment ideas..• Analyzing the past records of the companies and then taking a future prospect call of the company.• Built and maintained detailed financial models and developed bottoms-up forecast for companies within coverage.• Assisted in maintaining relationships with management teams for companies under research coverage.
Apr 2010 - Sep 2020
Assistant Manager
Supervised a team of 5 in the Foreign Exchange Department and managed the Remittances Department with on-time process completionImproved the Government Business Module for payment of taxes with zero errors
Jan 2007 - Dec 2007
Senior Executive
Headed up a team of 7 to carry out error free credit verification for a variety of loans and credit cardsManaged application processing in compliance with regulatory guidelines and internal processes.
Dec 2003 - Jan 2007
3 education records
Sonak Shah education
Master Of Business Administration - Mba, International Finance
Diploma Of Education, Diploma In Financial Management
Bachelor Of Commerce - Bcom, Business/Commerce, General
FAQ
Frequently asked questions about Sonak Shah
Quick answers generated from the profile data available on this page.
What company does Sonak Shah work for?
Sonak Shah works for 100crs.in.
What is Sonak Shah's role at 100crs.in?
Sonak Shah is listed as Wealth Management Specialist at 100crs.in.
Where is Sonak Shah based?
Sonak Shah is based in Mumbai, Maharashtra, India while working with 100crs.in.
What companies has Sonak Shah worked for?
Sonak Shah has worked for 100Crs.In, Growthnvalue, International Wholesale Club, I T Nanavati, and Icici Bank.
How can I contact Sonak Shah?
You can use AeroLeads to view verified contact signals for Sonak Shah at 100crs.in, including work email, phone, and LinkedIn data when available.
What schools did Sonak Shah attend?
Sonak Shah holds Master Of Business Administration - Mba, International Finance from Long Island University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Sonak Shah you were looking for.
View similar profiles
