Niharika Shah

About Niharika Shah

I’m a financial services professional with over a decade of experience across investment platforms, UHNI advisory, and strategic transformation in wealth and asset management. At Equirus Wealth, I lead key mandates within the product and research function while also driving select firm-wide strategic initiatives. My work spans investment product development across PMS, AIFs, and offshore platforms, AMC engagement, and AIF structuring. I collaborate closely with leadership on long-term growth areas including platform expansion, acquisitions, and differentiated offerings for UHNI families. Previously, I advised UHNI clients at Waterfield Advisors, contributing to investment planning, bespoke reporting, and platform innovation. I played an active role in strategic projects focused on enhancing advisory solutions and unlocking new client segments. Earlier in my career, I worked across acquisitions, direct private equity, and digital platform strategy at 10Club, Avendus Capital, and TresVista—supporting global investment initiatives. My strength lies in combining strategic thinking with execution depth—bringing together product design, platform building, and client-centric innovation.

Experience

1. Investment Professional

   Equirus Wealth

   Apr 2023 — Present · Mumbai, IN

Education

• Narsee Monjee Institute of Management Studies

  Bachelor of Business Administration (BBA)

  2011 — 2014