Deep Enrich
Fahima Shaikh, CFP®
Research Analyst
447 followers
Mumbai, Maharashtra, India
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About me
Vice President - Products & Advisory at Avendus Wealth Management Pvt Ltd
Education
CFP - FPSB
2010 - 2010CFP Financial PlanningIASE - MBA
2003 - 2005MBA FinanceActivities and Societies: Participated in Ad Mad Show at Inter-collegiate level
Experience
India Infoline Ltd
Sept 2007 - May 2010Research Analyst
IIFL Wealth Management Ltd
May 2010 - May 2012Assistant Manager - ProductsIIFL Private Wealth
Jan 2012 - Nov 2018Associate Vice PresidentDetailed product/research oriented positioning on the entire gamut of mutual funds - Facilitating launch of new mutual funds- Restructuring of client portfolios - Actively seeking out information from the market
Avendus
Dec 2018 - nowVice President
May 2024 - nowAssocaite Vice President
Dec 2018 - May 2024
Licenses & Certifications
- View certificate
CFP Certification - Global Excellence in Financial Planning
FPSB Ltd.Aug 2010
- View certificate
CFP Certification - Global Excellence in Financial Planning
FPSB IndiaAug 2010
Languages
- hiHindi
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