Viram Shah
Wealth Manager | Chartered Accountant | Investment Advisor | Financial Planner
- Role
- Wealth Manager at Legend Consultancy
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Viram Shah
I\'m a Wealth Manager dedicated to helping individuals achieve their financial goals…
Experience
Wealth Manager
Aug 2023 — Present · Surat, IN
Helping folks grow their money smartly by creating clear plans that cover investing in stocks, mutual funds, and insurance, when needed- For some high-net-worth clients, I take care of their financial puzzle. This means I guide them on loans, managing their day-to-day money needs, and ensuring smooth cash flow- Working together with clients to set and reach their money goals. We plan step by step for a brighter financial future- Making sure people\'s finances are solid by managing risks wisely and spreading investments smartly.
Education
SDJ International College
Bachelor of Commerce - BCom
2017 — 2020
The Institute of Chartered Accountants of India
Chartered Accountant
2017 — 2021
CFA Institute
Chartered Financial Analyst
2019 — 2023
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