Experience

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  J d shah associates

  Feb 2016 - Aug 2019

  Articled clerk
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  Cnk & associates llp

  Mar 2020 - Feb 2021

  Tax consultant

  Have handled tax compliances for a wide spectrum of clients ranging from individuals to limited companies - Filing Income tax returns, Tax Audits, Assessment proceedings and scrutiny, Quarterly TDS and advance tax compliances.

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  Wealth4sure

  Mar 2021 - Feb 2022

  Associate

  As an Associate, I gained valuable experience in all aspects of financial planning and investment management. I developed strong relationships with clients and gained a deep understanding of their unique financial goals and needs.I conducted portfolio reviews and analysis, ensuring that investments were aligned with client goals and risk tolerance. I also assisted in the development of investment strategies and provided recommendations to clients based on market trends and analysis.In addition to my client-facing responsibilities, I prepared reports and other client communications, including performance updates and investment proposals. I also stayed up-to-date with industry trends and best practices in wealth management, allowing me to provide the highest level of service and support to our clients.Overall, my experience as an Associate provided me with a solid foundation in financial planning and investment management, as well as valuable insights into the needs and expectations of high-net-worth clients. Show less

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  Richtrove prime distributors llp

  Sept 2022 - now

  Partner