Varsha Halwai
Wealth Strategist | 8+ Yrs | Expert in Financial Planning, Mutual Funds, Insurance, Tax | Investment Director @Fintech
- Role
- Director, Investment Advisor at Sigfyn
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Varsha Halwai
As a Certified Financial Planner (CFP®) with 8 years of experience in wealth management…
Experience
Director, Investment Advisor
Jun 2022 — Present
Led a fintech-driven setup and conducted comprehensive financial analysis to align client portfolios with their goals and risk tolerance. Performed fund research, portfolio reviews, and rebalancing to enhance investment performance. Collaborated on UI/UX improvements to elevate client experience and ensured compliance.
Education
University of Mumbai
Bachelor of Commerce in Accounting & Finance
2014 — 2016
University of Mumbai
Masters of Commerce
2017 — 2018
Financial Planning Board of India
Certified Financial Planner
2016 — 2017
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