Khushbu Shah
Wealth Client Relationship Manager | NISM 10th certified|Pre -Ipo
- Role
- Senior Wealth Manager at Fundwise Financial Services Private Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Khushbu Shah
With over 1.5 years as an Assistant Manager - Wealth Client Relationship Manager at Ekvity, contributed to fostering relationships with high-value clients. Leveraged expertise in management information systems (MIS) and investment strategies to support wealth management operations and client-focused services. Prior to Ekvity, contributed to client relationship and marketing management at Yield Group of Companies, focusing on trade finance solutions such as LC, BG, and SBLC. Holds the SEBI Investment Advisor certification (NISM) and demonstrates a commitment to delivering client-centric financial solutions.
Experience
Senior Wealth Manager
Fundwise Financial Services Private Limited
Sep 2025 — Present
Education
Parul University
Master of Business Administration - MBA, Finance and Financial Management Services and marketing
National Institute of Securities Markets (NISM)
Investment advisor level 1
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