Drashti Thakar
🔐 Risk Advisor | Wealth Management Professional | Focused on Data-Driven Wealth Building | Expert in Strategic Asset Allocation & Financial Modeling. Share Register Analyst at MUFG Pension & Market Services.
- Role
- Share Register Analyst at MUFG Pension & Market Services
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Drashti Thakar
Finance isn’t just about numbers—it\'s about helping people and businesses make confident, informed decisions that shape their future. Over the past 5 years as a Financial Planner, I’ve learned that what truly sets great planners apart is the ability to simplify complexity, uncover opportunities, and build strategies that actually *work*—not just on paper, but in real life. My journey in financial planning has equipped me with a solid foundation across investment planning, risk & estate planning, and retirement & taxation strategies. I’ve successfully helped design and execute financial roadmaps that align with both short-term realities and long-term goals. Key Highlights-Certified in Investment Planning, Risk & Estate Planning, and Retirement & Taxation Planning (FPSB)-Tableau for Finance certified by Deloitte – bringing data to life for smarter decision-making-Known for turning complex financial data into clear insights that drive results-Experienced in cash flow analysis, portfolio structuring, tax optimization, and financial modeling-Proactive in identifying financial risks and building resilient, growth-focused plans. What drives me? The challenge of connecting the dots—between numbers and goals, uncertainty and opportunity. Whether it’s mapping a retirement plan, optimizing asset allocation, or leveraging tax advantages, I approach every problem with curiosity, precision, and a solution-focused mindset. If you\'re looking to connect over all things finance, planning, data, or strategy—let’s talk!
Experience
Share Register Analyst
MUFG Pension & Market Services
Jun 2024 — Present · Mumbai, IN
Education
Sheth & Shah
High School Diploma
2016
K J Somaiya College of Arts & Commerce
Bachelor of Commerce
2021
K J Somaiya College of Arts & Commerce Vidyanagar Campus Vidyavihar Mumbai 400 077
Bachelor of Commerce - BCom
2018 — 2021
K J Somaiya College of Arts & Commerce
High School Diploma
2018
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