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Apurva Shah | The Family Office Stack

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Apurva Shah

Investment Professional | Family Office | Investor

Role confidence UnknownLocation Mumbai, Maharashtra, IndiaFollowers 10KConnections 3.3K

Apurva Shah · Mumbai, Maharashtra, India.

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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Rich experience with a demonstrated history of working in the financial services industry. Skilled in early and late stage investments, Wealth Management, Mergers & Acquisitions (M&A), Financial Structuring, Corporate Finance, Business Development, and Valuation. Strong professional background having earned CFA Charter and Chartered Accountant by profession

Experience

Investment Professional - Head Family OfficeCurrent
B2V Ventures · Mumbai, Maharashtra, India
Jan 2022 – Present
Vice President
ASK WEALTH ADVISORS PRIVATE LIMITED · Mumbai Area, India
Sep 2017 – Jan 2022

Education

Institute of Chartered Accountants of India — Chartered Accountant · 2003 – 2007

Completed all 3 levels of CFA — Finance · 2008 – 2014

Skills

Private EquityMergers & AcquisitionsInvestment BankingValuationFinancial StructuringInvestmentsRestructuringFinancial ModelingFinancial AnalysisCapital MarketsDue DiligenceDCFProject FinanceTaxVenture CapitalFinancial AdvisoryCorporate FinanceBusiness Development

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown