Shivani Doshi
Private Wealth Manager @Elara Capital
Mumbai, IN
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+91 *********19
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WORK HISTORY
Jul 2024 — Present
Private Wealth Manager @Elara Capital
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IN
As a private wealth manager my role is to help high-net-worth individuals and families manage their financial affairs. This role typically involves providing personalized investment strategies, estate planning, tax optimization, and overall financial planning. Also build close relationships with their clients to understand their unique goals and risk tolerance, ensuring tailored solutions that align with their financial objectives.
ABOUT SHIVANI DOSHI
Private Wealth Manager at Elara Capital ( PCG)
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