Yash Khanna

Founding Member | Serenity Wealth | A SEBI Registered (Fee - Only) Investment Advisor.

Role
Founding Member Investment Advisor at Serenity Wealth
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Yash Khanna

Hello, I\'m a Wealth Management Professional with a focus on financial…

Experience

  1. Founding Member Investment Advisor

    Serenity Wealth

    Apr 2023 — Present · Mumbai, IN

Education

  • Metropolitan School of Business & Management (UK)

    Advanced Professional Certificate in Investment Analysis, Investments and Securities

    2020 — 2020

  • Jain (Deemed-to-be University)

    Bachelor of Business Management, Finance, General

    2011 — 2014

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

    Msc in Applied Finance, Finance and Financial Management Services

  • International College Of Financial Planning

    Certified Financial Planner , Finance and Financial Management Services

    2018 — 2019

  • American Academy of Financial Management

    Chartered Wealth Manager (CWM), Finance and Financial Management Services

Skills

  • Microsoft Word
  • Research
  • Powerpoint
  • Microsoft Excel
  • Teamwork
  • Microsoft Office

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Yash Khanna — Founding Member Investment Advisor at Serenity Wealth in Mumbai, MH, IN | Unifers