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Nimish Shah — Managing Director - Family Office & Portfolio Analytics · LGT Wealth India · Mumbai, Maharashtra, India.
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About
Extensive experience in Capital Markets across asset classes and platforms through best in class employers. Providing Investment advise and financial planning through strategic and tactical asset allocation has been the forte. Client spectrum includes Family Offices, Mega Wealth Individuals, HNI's, Institutions, Funds and Corporate Treasuries. Worked on platforms like Private Bank, Institutional and HNI Brokerage (both Equity & Fixed Income), PMS and Corporate Pensions (Gratuity & Superannuation).
Have been a regular contributor to media (TV & print) and educational institutes through guest appearances, interviews, atricles and guest lectures.
Firmly believe that an entrepreneurial spirit brings forth the best and helps achieve client and personal goals.
Specialties: Investment Management and Advise across asset classes - equity, fixed income & alternatives.
Experience
Managing Director - Family Office & Portfolio AnalyticsCurrent
LGT Wealth India · Mumbai, Maharashtra, India
Jun 2022 – Present
Chief Investment Officer - Listed Investments
Waterfield Advisors · Mumbai, Maharashtra, India
Aug 2020 – Jun 2022
Education
Skills
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