Shama Mahuwala

Role: Vice President- Wealth at Fintoo
Location: Mumbai, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Shama Mahuwala

Experienced Private Wealth Manager and Technical Research Analyst with over 13 years in…

Experience

Vice President- Wealth
Fintoo
Apr 2022 — Present

Skills

Relationship Management
Wealth Management
Equity Research
Equity Research Analysis
Forecasting
Financial Planning
Options
Hedging
Financial Markets
Technical Reports
Trading Strategies
Metastock
Investments
Portfolio Management
Presentation Development
Mutual Funds
Equities
Options Strategies
Investment Strategies
Market Research
Stock Market
Technical Analysis

Contact information

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Work email
•••••@fintoo.in
Personal email
•••••@•••••.com
Direct dial
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Current company

Fintoo

Financial Services · 142 employees · Founded 2004 · Mumbai, Maharashtra, India

Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped 1,40,000+ clients across the country to achieve their financial goals such as, Financial Planning, Investment Planning, Mutual Funds, Tax Planning, Tax Saving, Wealth Creation, Child Education, Emergency Fund Creation and Retirement Planning. How We Do It: Fintoo’s one-of-a-kind Robo Advisor is exclusively developed to deliver completely customized, reliable and result oriented financial and investment planning solutions. Following a carefully developed process wherein our AI-Driven financial advisor focuses on understanding you, your family, your lifestyle and all the minute details that describe your current financial position and highlight your future aspirations, financial goals and most important, retirement goals. After getting the required inputs, the Robo advisor's technically advanced algorithm enables it to perform complex calculations based on several probabilities and ultimately create a completely customised financial plan for you that will guide you at every step of your financial journey and help you achieve your desired financial goals. Why not try our financial planning tool and take your first step towards realising your financial goals?

fintoo.in

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About Shama Mahuwala

Experience

Vice President- Wealth

Skills

Find verified contacts for anyone on LinkedIn