Preeti Shukla

About Preeti Shukla

I\'m an avid reader with a deep passion for learning—last year alone, I read 50 books…

Experience

1. Wealth Manager

   Stack Wealth

   Sep 2025 — Present · Mumbai, IN

   As a Wealth Manager at Stack Wealth, I specialize in helping High-Net-Worth Individuals (HNIs), Ultra-HNIs, and institutional clients grow, protect, and diversify their wealth. My role involves creating tailored investment strategies across equity, debt, alternatives, and structured products while aligning with each client’s long-term financial goals.I focus on:• Portfolio Management: Designing and managing customised portfolios that balance risk and returns.• Investment Advisory: Recommending high-growth opportunities across equities, AIFs, PMS, and alternative asset classes.• Client Relationship Management: Building deep, trust-based relationships through proactive communication and continuous portfolio monitoring.• Market Insights: Providing timely updates and actionable market intelligence to help clients make informed decisions.• Wealth Preservation & Growth: Ensuring clients’ capital is not only protected but also consistently compounding across market cycles.At Stack Wealth, I act as a trusted financial partner, ensuring every client receives personalized attention and exclusive access to curated investment opportunities.

Education

• University of Mumbai

  Bachelor's degree

• DY Patil Institute of Distance Learning

  Master of Business Administration - MBA