Shivangi Pareek
Financial Consultant @Intellect
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WORK HISTORY
Financial Consultant @Intellect
SG
EDUCATION
Pune Institute of Business Management (PIBM)
Pgdm, Pgdm
ABOUT SHIVANGI PAREEK
Personal finance professional focused on investment awareness, client understanding, and financial education.NISM XA & VA certified, currently appearing for NISM XB, with a strong interest in ethical, long-term investing and investor behavior.My experience spans client-facing wealth roles, where I worked closely with individuals to understand financial goals, risk perspectives, and investment concerns, strengthening my foundation in trust-based financial conversations.Currently, I also contribute to financial branding, content strategy, and communication, helping simplify complex investment ideas for wider audiences.Alongside this, I work as a freelance financial coach with Intellect, supporting individuals in building money awareness, healthy financial habits, and decision clarity.Through BizTalk with Shivangi, I create finance-focused content aimed at making investing practical, relatable, and free from noise.Interested in roles and collaborations across financial education, client advisory support, research-driven wealth roles, and long-term relationship management.
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