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Sheral Shah

Planning Associate at Plan Ahead Wealth Advisors Pvt Ltd - Add meaning to your finances. Add time to your life™
Intro Book
Finance professional with expertise in planning and operations.
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Location
Ahmedabad, Gujarat, India, IN
Languages
  • English Professional working proficiency
  • French Limited working proficiency
  • Hindi Professional working proficiency
  • Gujarati Professional working proficiency
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Bio

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Sheral Shah is a finance professional with expertise in planning, relations, and operations. She holds a postgraduate degree in Finance and Financial Management Services from NMIMS and a Bachelor of Commerce degree from Mithibai College. With experience in client relations, financial advisory, and banking operations, Sheral is proficient in English, French, Hindi, and Gujarati. She is certified in various financial planning areas, including NISM SERIES V-A Mutual Fund Certification and Certified Financial Planner.

Credentials

  • NISM SERIES V-A Mutual Fund Certification
    National Institute of Securities Markets (NISM)
    Jul, 2021
    - Apr, 2026
  • Advanced Financial Planning
    FPSB Ltd. - India
    Jan, 2017
    - Apr, 2026
  • Risk Analysis and Insurance Planning
    FPSB Ltd. - India
    May, 2016
    - Apr, 2026
  • Retirement Planning and Employee Benefits
    FPSB Ltd. - India
    Apr, 2016
    - Apr, 2026
  • Tax Planning and Estate Planning
    FPSB Ltd. - India
    Feb, 2016
    - Apr, 2026
  • Investment Planning
    FPSB Ltd. - India
    Dec, 2015
    - Apr, 2026
  • Certified Financial Planner
    Financial Planning Standards Board Ltd.
    Jan, 2017
    - Apr, 2026

Experience

Education

  • 2019 - 2021
    SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
    Postgraduate Degree, Finance and Financial Management Services
  • 2017 - 2019
    Narsee Monjee College of Commerce and Economics
    Master's degree, Banking and Finance
  • 2015 - 2017
    Financial Planning Standards Board
    Certified Financial Planner
  • 2014 - 2017
    Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
    Bachelor of Commerce (B.Com.), Financial markets
  • 2016 - 2016
    Franklin Templeton Academy
  • 2012 - 2014
    Narsee Monjee College of Commerce and Economics
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Industry Focus. “Financial Services”

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