Shrey Patel
Financial Coach @Sernet Financial Services Pvt. Ltd
Signup · Get unlimited contacts
WORK HISTORY
Financial Coach @Sernet Financial Services Pvt. Ltd
Mumbai, IN
EDUCATION
Jamnalal Bajaj Institute of Management Studies (JBIMS)
Master's degree
FinX Institute Limited ( Formerly BSE Institute Limited)
Postgraduate Degree
Gujarat University
Bachelor of Commerce - BCom, Accounting
ABOUT SHREY PATEL
Your wealth should work as hard as you do. But for many busy professionals and NRIs, managing complex investments often leads to more anxiety than freedom.I bridge that gap by providing Wealth with Peace of Mind. Whether it’s navigating tax-efficient investing in India, planning for a worry-free retirement, or securing a child’s global education, I provide the research-driven intelligence you need to make confident decisions.Core Expertise:• Goal-Based Financial Planning• Tax Optimization & Asset Protection• Holistic Portfolio Diversification Ready to optimize your wealth? Let\'s talk strategy.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.