Isha Shah
Wealth Advisor @Fintoo
Mumbai, MH, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2023 — Present
Wealth Advisor @Fintoo
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Mumbai, IN
1) Working as a Wealth Advisor for HNI and UHNI clients and help them grow and protect their personal wealth.2) Providing tailored and customized solutions to clients to achieve their financial goals and objectives in a Risk-averse and tax-efficient manner.3) Cater services like Financial Planning, Tax Planning, Investment Planning and Estate Planning.
EDUCATION
2018 — 2022
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Bachelor of Commerce - BCom
2022 — 2023
American Academy of Financial Management
Chartered Wealth Management
ABOUT ISHA SHAH
Hii! I am a dedicated Chartered Wealth Manager and Financial Enthusiast with a passion…
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