Jash Shah

Jash shah

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location of Jash ShahMumbai, Maharashtra, India
Followers of Jash Shah350 followers
  • Timeline

  • About me

    Empowering Individuals to achieve their financial goals through personalized guidance and strategic tax planning.

  • Education

    • Thakur public school

      -
    • Mithibai college of arts chauhan institute of science and amrutben jivanlal college of commerce and economics

      2014 - 2017
      Bachelor of commerce accounting and finance a
    • Institute of chartered accountants of india

      -
      Chartered accountant
  • Experience

    • J d shah associates

      Feb 2016 - Aug 2019
      Articled clerk
    • 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.

    • 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

    • Richtrove prime distributors llp

      Sept 2022 - now
      Partner
  • Licenses & Certifications

    • Cfa level 2

      Cfa institute
      Aug 2022
      View certificate certificate
    • Cfa level 3

      Cfa institute
      Aug 2023
    • Nism series v-a: mutual fund distributors certification examination

      National institute of securities markets (nism)
      Jan 2022
      View certificate certificate
    • Cfa level 1

      Cfa institute
      Jul 2021
      View certificate certificate
    • Chartered financial analyst (cfa)

      Cfa institute
      Aug 2024
      View certificate certificate
    • Certified financial planner (cfp)

      Fpsb ltd. - india (lo)
      Jun 2021
      View certificate certificate
    • Certificate in financial modeling & valuations

      The wallstreet school
      Apr 2021
      View certificate certificate