Supan Hitesh Shah, CWM

Analyst Trainee at Mantraa Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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Experience

  • Mantraa Advisory
    • India
    • Financial Services
    • 1 - 100 Employee
    • Analyst Trainee
      • Apr 2023 - Oct 2023

      Mumbai, Maharashtra, India

  • School of Financial Literacy by Omlet
    • Education
    • 1 - 100 Employee
    • Lecturer
      • Nov 2022 - May 2023

      Mumbai, Maharashtra, India Lecturer for CWM.

  • GolDach Wealth Management & Estate Planning
    • 1 - 100 Employee
    • Wealth Manager
      • Apr 2021 - Aug 2022

      Mumbai, Maharashtra, India 1) Relationship Management. 2) Product Information and Innovation. 3) Financial Market Research. 4) Retirement Planning and Goal Planning. 5) Clients Financial Planning. 6) Client Acquisition.

  • GolDach Wealth Management & Estate Planning
    • 1 - 100 Employee
    • Wealth Management Intern
      • May 2019 - Aug 2019

      Mumbai, Maharashtra, India 1) Relationship Management. 2) Product Information and Innovation. 3) Financial Market Research. 4) Retirement Planning and Goal Planning. 5) Clients Financial Planning. 6) Client Acquisition.

Education

  • University of Mumbai
    Masters in Commerce, Business/Commerce, General
    2021 - 2022
  • Nagindas Khandwala College
    Bachelor's in Accounting and Finance, A
    2017 - 2020
  • American Academy of Financial Management
    Chartered Wealth Manager, Pass
    2018 - 2019
  • CFA INSTITUTE
    CFA Investment Foundation, Pass

Community

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