Sonak Shah
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Sonak Shah Email & Phone Number

Founder specialising in wealth creation, risk assessment, investment strategies and insurance integration. at GrowthnValue
Location: Mumbai, Maharashtra, India 5 work roles 3 schools
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Current company
Role
Founder specialising in wealth creation, risk assessment, investment strategies and insurance integration.
Location
Mumbai, Maharashtra, India

Who is Sonak Shah? Overview

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Sonak Shah is listed as Founder specialising in wealth creation, risk assessment, investment strategies and insurance integration. at GrowthnValue, 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.

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Email format at GrowthnValue

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GrowthnValue

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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.

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Sonak Shah's current company

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GrowthnValue
Growthnvalue
Founder specialising in wealth creation, risk assessment, investment strategies and insurance integration.
AeroLeads page
5 roles

Sonak Shah work experience

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

Founder

Current

Mumbai, Maharashtra, India

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.

Sep 2023 - Present

Finance Manager

International Wholesale Club

Mumbai, Maharashtra, India

  • 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

Mumbai, Maharashtra, India

  • 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

Mumbai, Maharashtra, India

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

Mumbai, Maharashtra, India

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

FAQ

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What company does Sonak Shah work for?

Sonak Shah works for GrowthnValue.

What is Sonak Shah's role at GrowthnValue?

Sonak Shah is listed as Founder specialising in wealth creation, risk assessment, investment strategies and insurance integration. at GrowthnValue.

Where is Sonak Shah based?

Sonak Shah is based in Mumbai, Maharashtra, India while working with GrowthnValue.

What companies has Sonak Shah worked for?

Sonak Shah has worked for Growthnvalue, International Wholesale Club, I T Nanavati, Icici Bank, and Axis Bank.

How can I contact Sonak Shah?

You can use AeroLeads to view verified contact signals for Sonak Shah at GrowthnValue, 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.

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