Jash Shah
Wealth Management | Financial Planning & Investment Strategies | Client-Centered Solutions | Portfolio Management | Financial Advisory | Financial Modelling & Valuations
- Role
- Wealth Manager at ASP Finserv
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Jash Shah
I work as a Financial Advisor, at Fintoo, helping individuals, families, HNIs and senior…
Experience
Wealth Manager
Oct 2024 — Present · Mumbai, IN
Advise clients on personalized investment strategies and comprehensive financial planning, aligning recommendations with individual goals and risk profiles- Develop and implement tailored wealth management solutions to address diverse client needs across asset classes- Build and maintain strong relationships with clients through regular communication and proactive support- Conduct regular financial reviews and adjust strategies based on clients’ changing circumstances and market trends- Contribute to business management initiatives, including workflow optimization and collaborative team coordination to enhance operational efficiency- Collaborate with senior leadership to refine business strategies and identify new market opportunities- Conduct market research and competitive analysis to inform investment recommendations and business development efforts- Organize and host financial literacy webinars and events, positioning the firm as a thought leader in the industry- Implement client feedback strategies to enhance service quality and client satisfaction- Support content creation for digital newsletters and client communications to foster engagement and trust.
Education
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Junior College , Business/Commerce
2018 — 2020
Jankidevi Public School - India
Xth, Commerce
2017
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Bachelor of Commerce - BCom, Business/Commerce, General
2020 — 2023
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.