Yash Chheda

Principal Wealth Advisor | SEBI - NISM XA, XB Certified Investment Advisor | CWM®- Chartered Wealth Manager | MBA -Finance | Views are personal, not recommendations

Role: Principal Wealth Advisor at The Financialist
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Yash Chheda

Yash is an MBA Finance professional, Chartered Wealth Manager (CWM) and an Associate Financial Planner currently working as at 1 Finance aiming people in achieving financial well-being and peace of mind. He help\'s people meet today’s obligations, reduce tomorrow\'s risks, and achieve their dreams. He assist\'s individual towards securing immediate and long-term financial goals and focuses on providing the best research-based advisory in the best interest of clients to capitalize on their goals.

Experience

Principal Wealth Advisor
The Financialist
Mar 2026 — Present

Education

IBS Mumbai
Master of Business Administration - MBA, Finance, General
2019 — 2021
Vissanji academy
10, ICSE
2013
Tolani College Of Commerce
Bachelor’s in Financial Markets, Finance, General
2015 — 2018
Nagindas Khandwala College
HSC
2013 — 2015

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 Yash Chheda

Experience

Principal Wealth Advisor

Education

IBS Mumbai

Vissanji academy

Tolani College Of Commerce

Nagindas Khandwala College

Find verified contacts for anyone on LinkedIn