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Shahil Shah, CFA · Mumbai, Maharashtra, India.
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About
Shahil has worked in the financial services industry for over 15 years, gaining a unique blend of global macro portfolio management, risk management and compliance experience. He establishes trust and rapport with HNWI, colleagues, peers, investors and industry professionals to remain informed of industry changes and opportunities impacting his stakeholders and has a proven record in utilising his comprehensive network for business development. His critical outside the box thinking, deep commitment and passion towards interpreting global financial/multi-asset markets, macroeconomics, geo-politics and holistic understanding of enterprise risk management means he is a valuable and trusted resource. Shahil received the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2017 and is mentoring over 150 graduates across India and UK.
Experience
Chief Investment OfficerCurrent
SMS Investments (Single Family Office) · Mumbai
Dec 2021 – Present
Lead Global Macro Portfolio Manager HNWI Advisory and Business Development Fundraising ~ $20m through personal relationships with HNWI and industry professionals. Graduate Mentorship, Workshops, Internships and providing training to underprivileged students.
Manager - Regulatory Compliance & Operational Risk
Lloyds Banking Group · London, United Kingdom
Jun 2017 – May 2021
Education
Skills
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