Nupur Shah, CFP

Financial Planning Analyst at WealthTrust Capital Services
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Contact Information
us****@****om
(386) 825-5501
Location
Vadodara, Gujarat, India, IN
Languages
  • English Full professional proficiency
  • Hindi Native or bilingual proficiency
  • Gujarati Native or bilingual proficiency
  • French Elementary proficiency

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Credentials

  • Building Interactive Dashboard
    Skill Nation
    Jun, 2022
    - Nov, 2024
  • Basics of Financial Markets
    Elearnmarkets
    Aug, 2021
    - Nov, 2024
  • Exam-5 Advance Financial Planning
    FPSB Ltd. - India
    Mar, 2021
    - Nov, 2024
  • Retirement planning and Employee benefits
    FPSB Ltd. - India
    Jan, 2021
    - Nov, 2024
  • Tax Planning and Estate Planning
    FPSB Ltd. - India
    Nov, 2020
    - Nov, 2024
  • Investment Planning
    FPSB Ltd. - India
    Oct, 2020
    - Nov, 2024
  • Risk Analysis and Insurance Planning
    FPSB Ltd. - India
    Aug, 2020
    - Nov, 2024

Experience

  • WealthTrust Capital Services
    • India
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Analyst
      • Jul 2023 - Present

  • Instagram
    • Software Development
    • 700 & Above Employee
    • Finance Content Creator | your_financeplanner
      • Apr 2021 - Present

      @Your_financeplanner - A small initiative towards financial literacy. I create content on instagram related to finance topics through short videos @Your_financeplanner - A small initiative towards financial literacy. I create content on instagram related to finance topics through short videos

  • UpperCrust Wealth Pvt.Ltd.
    • India
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Jan 2022 - May 2023

      - Wealth Management - Comprehensive Financial Planning - Portfolio Management Services (PMS) - Goal based Planning - Client Interaction - Investment Advisory - Wealth Management - Comprehensive Financial Planning - Portfolio Management Services (PMS) - Goal based Planning - Client Interaction - Investment Advisory

  • SKYNET PLACEMENTS
    • India
    • Staffing and Recruiting
    • 1 - 100 Employee
    • HR executive
      • Dec 2018 - Feb 2020

      - Looked after End to End recruitment. - Partnering with hiring managers to determine staffing needs - Screening resumes according to the job description. - Performing in-person and phone interviews with candidates - Coordinating interviews with the hiring managers - Following up on the interview process status - Looked after End to End recruitment. - Partnering with hiring managers to determine staffing needs - Screening resumes according to the job description. - Performing in-person and phone interviews with candidates - Coordinating interviews with the hiring managers - Following up on the interview process status

  • GSFC Agrotech Limited
    • India
    • Retail
    • 100 - 200 Employee
    • HR Intern
      • Aug 2017 - Mar 2018

      - Learned to work on SAP system. - Data entry / Maintaining records of the employees. - Verifying documents at the time of recruitment. - Maintaining files. - Learned to work on SAP system. - Data entry / Maintaining records of the employees. - Verifying documents at the time of recruitment. - Maintaining files.

  • Gunnebo
    • Sweden
    • Security and Investigations
    • 700 & Above Employee
    • HR Intern
      • May 2015 - Jun 2015

Education

  • Financial Planning Standards Board Ltd.
    Certified Financial Planner (CFP), Financial Planning and Services
    2020 - 2021
  • The Maharaja Sayajirao University of Baroda
    PG diploma, Human Resources Management
    2017 - 2018
  • The Maharaja Sayajirao University of Baroda
    Bachelor of Commerce - BCom(honours)
    2014 - 2017

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