Swapnil Shah
Chief Investment Officer - Fort Capital
- Role
- Chief Investment Officer at Fort Capital
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Swapnil Shah
With over 15 years of experience in financial markets, I have developed a deep passion…
Experience
Chief Investment Officer
Apr 2024 — Present · Mumbai, IN
Chief Investment Officer at Fort Capital. Fort Capital is an agile Asset Management Firm offering PMS schemes and niche products for enhancing yields on existing investments. As part of the BP Wealth Group, we share an 80-year legacy. This experience and scale gives us the resources and expertise to provide our clients with the best possible service.
Education
Chartered Accountant
Chartered Accountant
2005 — 2008
Narsee Monjee
B. Com
2002 — 2007
St. Xaviers High school
S.S.C.
Skills
- Valuation
- Financial Analysis
- Equity Research
- Capital Markets
- Financial Modeling
- Equities
- Portfolio Management
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