Keyur Shah, CFA, CFP, MBA

Mr. Keyur Shah, CFA, CFP, MBA has
19 Years Practical Learning & Development experience and Expertise in Financial WELLNESS Coaching, Goal based Family's Financial Plan Construction, Investment Analysis & Portfolio Management. 

1) He can provide high quality Professional strategic guidance & expertise to improve the long-term profitability of SME Business. 

2) Goal based Financial & Portfolio Plan construction.

3) Portfolio Diagnosis Report (HNI client)

4) Sound understanding of public & Private market products. 

5) Global Economy, business cycles and effects of Inflation / Interest rate on different asset class performance. 


Key Strengths: 

Address 🔑 Pain points of HNI family... leads to Higher Probability of conversion.

Download Professional Profile for more detail

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