Siddhesh Shah

Investment Banking | Ex-PwC | CA | CFA

Role: Investment Banking Senior Associate at JM Financial Ltd
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Investment Banking Senior Associate
JM Financial Ltd
Apr 2024 — Present · Mumbai, IN

Education

CFA Institute
CFA - Level 3
H.R. College of Commerce and Economics
Bachelor of Commerce (B.Com.)
2013
St. Francis D'Assisi High School
10
The Institute of Chartered Accountants of India
Chartered Accountant
2013 — 2017

Skills

Financial Reporting
Microsoft Excel
Auditing
Accounting
Income Tax

Contact information

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Work email
•••••@jmfl.com
Personal email
•••••@•••••.com
Direct dial
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Current company

JM Financial Ltd

Financial Services · 4K employees · Founded 1973 · Mumbai, India

JM Financial Ltd. is an integrated and diversified financial services group headquartered in Mumbai, with a strong pan-India presence and international offices in Mauritius, Singapore, New York, and Dubai. Listed on the BSE and NSE, the Group brings over five decades of experience in delivering strategic, client-centric financial solutions backed by deep domain expertise, robust risk management, and a culture rooted in integrity and partnership. JM Financial operates across four core business verticals: 1. Corporate Advisory & Capital Markets (Investment Banking, Equity Capital Markets, M&A Advisory, Private Equity Syndication, and Institutional Equities & Research) 2. Wealth & Asset Management (Private Wealth, Retail & Institutional Broking, PMS, Equity & Debt AIFs, Mutual Funds, Digital Trading Platform – BlinkX, and Real Estate Advisory through dwello.in) 3. Private Markets (Corporate Financing Solutions, Bespoke Finance, Loan Against Securities, Real Estate Financing, Private Equity Funds, Distressed Credit/Asset Reconstruction, and Strategic Investments including REITs and Pre-IPO opportunities) 4. Affordable Home Loans (focused on expanding access to housing finance and supporting financial inclusion) Across businesses, JM Financial is committed to delivering long-term value to clients, stakeholders, and communities. 📧 j••••••••@gmail.com For Job Enquiries, write to us at j••••••••@jmfl.com 🌐 www.jmfl.com Disclosure: https://live.jmfl.com/wbo/Disclosures.pdf

jmfl.com

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Experience

Investment Banking Senior Associate

Education

CFA Institute

H.R. College of Commerce and Economics

St. Francis D'Assisi High School

The Institute of Chartered Accountants of India

Skills

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