Nimish Shah Managing Director, Family Office and Portfolio Analytics

Nimish has extensive experience in Capital Markets across asset classes, investment products and platforms. His experience in providing Investment advise and financial planning through strategic and tactical asset allocation has been the forte. He has over 2 decades of experience in investments for Family Offices, Ultra Wealth Individuals, HNI's, Institutions, Funds and Corporate Treasury platforms.

He has worked with large MNC Private Bank, Wealth Advisory, Institutional and HNI Brokerage (both Equity & Fixed Income), PMS and Corporate Pension organisations.

He has been a regular contributor to media both TV & print and educational institutes through interviews, articles, and guest lectures. He firmly believes that an entrepreneurial spirit brings forth the best and helps achieve client and personal goals.

Prior to joining us, he was with Waterfield Advisors as a Chief Investment Officer – Listed Investments. Prior to Waterfield Advisors he was with BNP Paribas Wealth as Head – Investments, SBI Wealth as Head – Investments, Research & Products, Citi Private Bank as Director & Head – India Investments, Tata AIG Life Insurance as Profit Centre Head - Corporate Pensions and Parag Parikh Fin Adv Ser Director & CEO.

He has done his MBA, Finance from Narsee Monjee Institute of Management Studies (NMIMS) and is a Certified Wealth Manager from American Academy of Financial Management. In his spare time, he contributes to the cause of increasing Financial Literacy, especially amongst children and women.

Nimish Shah

Nimish Shah

Managing Director, Family Office and Portfolio Analytics

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