Shriniel Tankaria

Private Wealth Manager

Role: Private Wealth Manager at Fintoo
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Private Wealth Manager
Fintoo
Jun 2025 — Present · Mumbai, IN
Acquiring and managing portfolios for High Net-worth Individuals (HNI) through goal-oriented financial planning- Overseeing clients\' wealth by identifying diverse investment opportunities- Providing advisory services in equity investments, private wealth management, and asset allocation- Offering a comprehensive range of services that covers all aspects of a client\'s financial journey, including financial advisory, investment management, financial planning, tax strategy, and retirement planning.

Education

HVB Global Academy
International Baccalaureate Diploma Programme, Business/Commerce, General
2013 — 2015
IBS Hyderabad
Master of Business Administration - MBA, Accounting and Finance
2019 — 2021
Savitribai Phule Pune University
Bachelor of Business Administration - BBA, Finance, General
2016 — 2019

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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Experience

Private Wealth Manager

Education

HVB Global Academy

IBS Hyderabad

Savitribai Phule Pune University

Find verified contacts for anyone on LinkedIn