Sonak Shah Email and Phone Number
Sonak Shah personal email
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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.
Growthnvalue
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FounderGrowthnvalue Sep 2023 - PresentMumbai, Maharashtra, IndiaAssist 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.
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Finance ManagerInternational Wholesale Club Oct 2020 - Aug 2023Mumbai, 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.
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Sr. Research AssociateI T Nanavati Apr 2010 - Sep 2020Mumbai, 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.
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Assistant ManagerIcici Bank Jan 2007 - Dec 2007Mumbai, Maharashtra, IndiaSupervised 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 -
Senior ExecutiveAxis Bank Dec 2003 - Jan 2007Mumbai, Maharashtra, IndiaHeaded 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.
Sonak Shah Education Details
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International Finance -
Diploma In Financial Management -
Business/Commerce, General
Frequently Asked Questions about Sonak Shah
What company does Sonak Shah work for?
Sonak Shah works for Growthnvalue
What is Sonak Shah's role at the current company?
Sonak Shah's current role is Founder specialising in wealth creation, risk assessment, investment strategies and insurance integration..
What is Sonak Shah's email address?
Sonak Shah's email address is so****@****hoo.com
What schools did Sonak Shah attend?
Sonak Shah attended Long Island University, Svkm's Narsee Monjee Institute Of Management Studies (Nmims), University Of Mumbai.
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Sonak Shah
Managing Director, Equities Special Situations, Spacs, And Distressed/Levered Equity Sales At BarclaysNew York, Ny5barcap.com, gmail.com, hotmail.com, gmail.com, stern.nyu.edu4 +120124XXXXX
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