Shama Mahuwala
Vice President- Wealth at Fintoo- Claim this Profile
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Bio
Abhay Parmar
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Shama had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Anu Khanchandani
Shama has been instrumental in the growth of Financial Hospital. Her dedication to her customers is unmatched. Her positive spirit and enthusiasm is infectious!
Abhay Parmar
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Shama had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Anu Khanchandani
Shama has been instrumental in the growth of Financial Hospital. Her dedication to her customers is unmatched. Her positive spirit and enthusiasm is infectious!
Abhay Parmar
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Shama had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Anu Khanchandani
Shama has been instrumental in the growth of Financial Hospital. Her dedication to her customers is unmatched. Her positive spirit and enthusiasm is infectious!
Abhay Parmar
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Shama had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Anu Khanchandani
Shama has been instrumental in the growth of Financial Hospital. Her dedication to her customers is unmatched. Her positive spirit and enthusiasm is infectious!
Experience
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Fintoo
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India
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Financial Services
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100 - 200 Employee
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Vice President- Wealth
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Apr 2022 - Present
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Cluster Manager
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Jan 2021 - Mar 2022
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Fintoo
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India
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Financial Services
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100 - 200 Employee
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Assisted Cluster Manager
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Jan 2018 - Aug 2019
° Managing team of Wealth Advisor° Handling portfolios of HNI/UHNI, advise them to create long-term wealth.° Expertise in Retirement Planning, legacy Planning, Goal based planning° Involve in making business strategies, planning and implementation.* Conducting knowledge session related to financial topics for corporate employees.*Involve in Equity, Mutual Funds and other financial products research to finalize best product for the investors.
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Team Lead Manager
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Jan 2015 - Dec 2017
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Financial Advisor
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Dec 2013 - Dec 2014
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MARG-Asset Management Group
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Udaipur Area, India
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Senior Technical Research Analyst
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Sep 2010 - Jul 2013
• Managed Client Portfolio • Presented investment ideas and related research results. • Participated in development of the overall portfolio strategy. • Prepared risk and performance analysis reports. • Financial Data Analysis • Managed Client Portfolio • Presented investment ideas and related research results. • Participated in development of the overall portfolio strategy. • Prepared risk and performance analysis reports. • Financial Data Analysis
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Education
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2008 - 2010
Rajasthan Technical University
Master of Business Administration (M.B.A.), Finance & Marketing -
St. Teresa Sr. Sec. School
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