‘Similarities and Variances,’ together form an indispensable source of benefits. While the similarities create a familiar environment to connect with, the variances complement existing strengths w... read more
Dr. Jeet R Shah is Ph.D in Wealth Management from Mumbai University and a Certified Financial Planner (CFPCM). He has over 12 years industry experience in the field of SME and FMB consulting as well as corporate and personal finance. He has been instrumental for helping clients in Wealth Management, Business Strategy Formulation and Execution, Tax Planning as well as capital syndication. He likes to teach and has a teaching experience of about 7 years. He is a visiting faculty with NMIMS, S.P.Jain and Indo-German Training Center and has taken corporate training sessions for SBI, Mahindra Kotak Securities, Reliance Energy and LIC. He was invited by SEBI’s NISM to take public education seminar. Jeet has been a consultant to FPSB India and was a expert in the second round table on Direct Tax Code organised by Ministry of Finance under the aegis of SEBI’s NISM. Jeet has been a content developer for ICICI Prudential Life Insurance and Reliance AMC.