Shailendra Dubey

Managing Partner @Planmyestate Advisors Llp

Mumbai, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2019 — Present

Managing Partner @Planmyestate Advisors Llp

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Mumbai, IN

Worked closely with some of the large business houses in India and advised them on issues related to Family Business Succession, Family Governance, Wills, Trusts and other Estate Planning matters. A Chartered Trust and Estate Planner (CTEP) from American Academy of Financial Management. I Regularly write articles, conducts seminars and make videos on these subjects. Have been recognized by Times Group and awarded as one of the “Times Leading Icons 2021” for excellence in Estate and Succession Planning.

EDUCATION

1995 — 1998

Prestige Institute of Management & Research, Ring Road, Indore

Bachelor of Business Administration - BBA

1995 — 1998

St. Vivekanand School

BBA

SKILLS

Financial PlanningEstate PlanningInvestmentsPortfolio ManagementFinancial ServicesBankingMutual FundsTeam ManagementSuccession PlanningRelationship ManagementInvestment BankingManagementInvestment AdvisoryBusiness StrategyBusiness DevelopmentWealth Management

ABOUT SHAILENDRA DUBEY

Experienced Partner with more than two decades of demonstrated history of working in the…

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Shailendra Dubey — Managing Partner at Planmyestate Advisors Llp in Mumbai, MH, IN | Unifers