CA Bhavya Shah
Mumbai
Summary
Detail-oriented Investment Consultant with over 5 years of experience in wealth management and financial advisory services.
Expert in market analysis, client portfolio management, and financial product knowledge including stocks, bonds, PMS and mutual funds. Proven ability in fostering client relationships and delivering customized investment solutions.
Adept at adapting to market changes and committed to continuous professional development.
Overview
4
4
years of professional experience
Work History
Investment Consultant
IIFL Securities
Mumbai
01.2024 - Current
- Monitored markets, economic trends and industry developments to keep abreast of changing conditions.
- Prepared presentations & review existing portfolios for clients to determine appropriate changes or adjustments.
- Provided comprehensive advice on asset allocation, risk management, taxation and estate planning.
- Advised clients on various options available such as stocks, bonds, mutual funds, PMS, AIF, Unlisted Shares and other Financial Products
- Attended conferences and seminars related to investments and finance in order stay informed about latest trends and developments in this field.
Product Specialist
ICICI Prudential AMC (PMS & AIF)
Mumbai
12.2021 - 01.2024
- Monitored market trends and economic developments, keeping clients informed and portfolios aligned with financial goals.
- Developed and presented clear, comprehensive financial plans to clients, emphasizing personalized investment strategies.
- Liaised effectively between fund managers and sales teams, ensuring cohesive product
strategies and clear communication. - Organized and led seminars and training sessions, enhancing client understanding and sales team effectiveness in financial products.
Wealth Manager
Purnartha Investment Advisor
Mumbai
02.2020 - 11.2021
- Monitoring Financial Market Trends
- Handle meetings with investor and identify financial needs and objectives
- Analyze portfolio of client and give unbiased opinion
- Guide investor to buy/sell stocks on the basis of research
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
Mumbai, MH01-2019
Master of Commerce -
Mithibai College
Mumbai, MH01-2018
Bachelor Commerce -
MIthibai College
Mumbai, MH01-2014
National Institute of Securities Markets (NISM)
Mumbai, MHSkills
- Business Development
- Persuasive negotiator in deals
- Market Analysis
- Client Relationship Management
- Risk Assessment
- Financial Planning
- Portfolio Management
FINANCIAL INTEREST
- Researching wide range of companies & industries throught websites,
- Business newspapers and financial magazine
- Browsing videos of fund manager and corporate leaders.
- Reviewing quarterly financial of listed entity
- Reading valuation reports of brokerage house
Timeline
Investment Consultant
IIFL Securities
01.2024 - Current
Product Specialist
ICICI Prudential AMC (PMS & AIF)
12.2021 - 01.2024
Wealth Manager
Purnartha Investment Advisor
02.2020 - 11.2021
Chartered Accountant -
The Institute of Chartered Accountants of India
Master of Commerce -
Mithibai College
Bachelor Commerce -
MIthibai College
National Institute of Securities Markets (NISM)
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