Partner
Current
Apr 2024 - Present
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Yash Shah Email & Phone Number
CFP® | Financial Planner
at
VAKYA Associates LLP
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
CFP® | Financial Planner
Location
Mumbai, Maharashtra, India
Who is Yash Shah? Overview
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Quick answer
Yash Shah is listed as CFP® | Financial Planner at VAKYA Associates LLP, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Yash Shah.
Yash Shah previously worked as Partner at Vakya Associates Llp and Manager at Nuvama Wealth. Yash Shah holds Cfp, Financial Planning And Services from Financial Planning Standards Board.
Company email context
Email format at VAKYA Associates LLP
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VAKYA Associates LLP
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Profile bio
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.
Listed skills include Tax And Estate Planning, Certified Financial Planner, Insurance, Retirement Planning, and 2 others.
Current workplace
Yash Shah's current company
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5 roles
Yash Shah work experience
A career timeline built from the work history available for this profile.
Manager
Jul 2023 - Mar 2024
Assistant Manager
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.
Jun 2022 - Jun 2023
Senior Wealth Advisor
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.
Mar 2021 - May 2022
Sr. Equity Research Analyst
Jul 2020 - Feb 2021
2 education records
Yash Shah education
Cfp, Financial Planning And Services
Financial Planning Standards Board
Bachelor Of Commerce - Bcom, Cost And Works Accounting
FAQ
Frequently asked questions about Yash Shah
Quick answers generated from the profile data available on this page.
What company does Yash Shah work for?
Yash Shah works for VAKYA Associates LLP.
What is Yash Shah's role at VAKYA Associates LLP?
Yash Shah is listed as CFP® | Financial Planner at VAKYA Associates LLP.
Where is Yash Shah based?
Yash Shah is based in Mumbai, Maharashtra, India while working with VAKYA Associates LLP.
What companies has Yash Shah worked for?
Yash Shah has worked for Vakya Associates Llp, Nuvama Wealth, Fintoo (Formerly Financial Hospital), and Value Ethics Pvt. Ltd..
How can I contact Yash Shah?
You can use AeroLeads to view verified contact signals for Yash Shah at VAKYA Associates LLP, including work email, phone, and LinkedIn data when available.
What schools did Yash Shah attend?
Yash Shah holds Cfp, Financial Planning And Services from Financial Planning Standards Board.
What skills is Yash Shah known for?
Yash Shah is listed with skills including Tax And Estate Planning, Certified Financial Planner, Insurance, Retirement Planning, Financial Planning, and Equity Research.
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