Yash Shah

Yash Shah Email and Phone Number

CFP® | Financial Planner @ VAKYA Associates LLP
Yash Shah's Location
Mumbai, Maharashtra, India, India
About Yash Shah

I am a Certified Financial Planner with over 4 years of experience in managing portfolios for High Net Worth Individuals (HNIs). I have been bestowed the opportunity to cater to the senior management and HNIs from renowned brands such as HDFC, SBI Card, and others.Over the last few years, I have been proficient in exploring and recommending various investment instruments including Alternative Investment Funds (AIF), Portfolio Management Services (PMS), Structured Products, and Fixed Income solutions.

Yash Shah's Current Company Details
VAKYA Associates LLP

Vakya Associates Llp

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CFP® | Financial Planner
Yash Shah Work Experience Details
  • Vakya Associates Llp
    Partner
    Vakya Associates Llp Apr 2024 - Present
    Pune, Maharashtra, India
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  • Nuvama Wealth
    Manager
    Nuvama Wealth Jul 2023 - Mar 2024
    Mumbai, Maharashtra, India
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  • Nuvama Wealth
    Assistant Manager
    Nuvama Wealth Jun 2022 - Jun 2023
    Mumbai, Maharashtra, India
    Working with the Corporate Wealth team, where my role is to help the UHNIs with Holistic wealth management, source funding through ESOPs, and help out in complex investment instruments like AIF, PMS, MLDs, and various products.
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  • Fintoo (Formerly Financial Hospital)
    Senior Wealth Advisor
    Fintoo (Formerly Financial Hospital) Mar 2021 - May 2022
    Mumbai, Maharashtra, India
    Acquire & Manage Financial Portfolios of High Net-Worth Individuals, help them in Wealth Creation by Exploring Various Investment Avenues. Goal Based Financial planning - Risk Analysis & Tax & Estate Planning for Individuals by adding value to their Portfolio.
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  • Value Ethics Pvt. Ltd.
    Sr. Equity Research Analyst
    Value Ethics Pvt. Ltd. Jul 2020 - Feb 2021
    Pune, Maharashtra, India
    View

Yash Shah Skills

Tax And Estate Planning Certified Financial Planner Insurance Retirement Planning Financial Planning Equity Research

Yash Shah Education Details

Frequently Asked Questions about Yash Shah

What company does Yash Shah work for?

Yash Shah works for Vakya Associates Llp

What is Yash Shah's role at the current company?

Yash Shah's current role is CFP® | Financial Planner.

What schools did Yash Shah attend?

Yash Shah attended Financial Planning Standards Board, Savitribai Phule Pune University.

What skills is Yash Shah known for?

Yash Shah has skills like Tax And Estate Planning, Certified Financial Planner, Insurance, Retirement Planning, Financial Planning, Equity Research.

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