Yakshit Shinghadia

Role: Associate Vice President - Private Wealth at equentis
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Yakshit Shinghadia

Yakshit works in UHNI and private wealth advisory with a strong focus on portfolio…

Experience

Associate Vice President - Private Wealth
equentis
Feb 2024 — Present · South Mumbai, IN
As the Associate Vice President of Private Wealth Management, I work with a team of skilled professionals in delivering sophisticated wealth management solutions to high-net-worth individuals and families. Drawing upon my extensive expertise in financial planning and investment management, I drive the strategic direction of our private wealth division, cultivate client relationships, and ensure the delivery of exceptional service and results.I am responsible to cultivate and maintain relationships with high-net-worth clients, serving as a trusted partner and delivering customized wealth management solutions tailored to their unique needs and objectives.Lead comprehensive financial planning engagements, including retirement planning, estate planning, tax optimization, and risk management, ensuring alignment with clients\' long-term goals.Stay abreast of industry trends, regulatory changes, and market developments, leveraging insights to inform investment strategies, risk management practices, and client communications.Ensure compliance with relevant regulations, internal policies, and industry best practices, maintaining the highest standards of integrity, professionalism, and ethical conduct.

Education

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA

Contact information

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Current company

Razorpay

Software Development · 4K employees · Bangalore, Karnataka, India

Power your finance, grow your business. Razorpay is India’s first full-stack financial solutions company. We are on a mission to enhance the payment experience of over 300 million end consumers. And in doing so, we aim to enable Indian businesses - big and small - accept payments digitally with minimal effort and maximum ease. Razorpay has grown from being a payment gateway provider to a solutions-driven organization boasting of an extensive products suite to accept and disburse payments as well as raise capital and park money. In a nutshell, we fit into every nook and corner where your business touches money. #OutgrowOrdinary We identify ourselves as disruptors in the digital payments space and our vision is to power the financial ecosystem for other disruptors. Like attracts like and Razorpay actively looks to partner with established companies and startups that have either broken the glass ceiling in their industry or are set to. The Razorpay Product Suite today comprises verticals, along with Payment Gateway, like Payment Links, Payment Pages, Subscriptions, Smart Collect, Route, Razorpay Capital, RazorpayX, Payroll and Thirdwatch. Razorpay was started in 2014 by two IIT Roorkee alumni, Harshil Mathur and Shashank Kumar. Just a short few years later, Razorpay has evolved into a 800-odd strong organization with some of the best talents in the country helping some of the best companies manage their money movement seamlessly. Certified cool We are a bunch of spirited, ambitious and fun folks. And no, we’re not saying this ourselves--leading institutions have recognized Razorpay for the high trust and high-performance culture that we maintain. Our strength lies in the people we are and we go to great lengths to nurture a family of coders, designers, sellers, marketers, analysts, writers, runners, photographers, gamers, tinkerers, and above all, people who are dreamers and doers at the same time. Be a part of our exciting journey.

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About Yakshit Shinghadia

Experience

Associate Vice President - Private Wealth

Education

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

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