Parv Shah

Building a next-generation wealth platform delivering goal-oriented investment solutions for HNIs, NRIs, founders, and professionals through a disciplined, process-driven approach. • Manage client portfolios across mutual funds, PMS, AIFs, fixed income, and alternative assets with a focus on long-term wealth compounding • Implement risk-profiled asset allocation frameworks aligned to lifecycle and capital preservation objectives • Oversee investment execution, reporting, and portfolio monitoring to ensure transparency and consistency • Drive AUM growth, distribution strategy, and client acquisition through digital channels, partnerships, and referrals • Position Fintiquity as a trust-led wealth management brand focused on legacy creation and disciplined investing

Leading financial strategy and resource management for one of India’s fastest-growing MFD and financial education ecosystems. • Direct budgeting, financial controls, and resource optimisation across national programs and large-scale industry events • Structure revenue models, sponsorship frameworks, and cost management systems to enhance operational efficiency • Execute investment awareness initiatives impacting MFDs, students, and finance professionals across multiple cities • Collaborate with AMCs, industry leaders, and partners to scale distribution outreach and ecosystem growth • Mentor teams on personal finance concepts, client engagement, and sales enablement strategies

Supported financial program execution and investor education initiatives within a fast-growing MFD and financial literacy ecosystem. • Assisted in organising national finance events, workshops, and MFD training programs across multiple cities • Contributed to financial research, presentation development, and content creation for investor awareness campaigns • Coordinated operational workflows, participant engagement, and on-ground event execution • Supported team initiatives in program management and ecosystem outreach

Pursuing B.Sc. (Hons.) in International Finance at HL College of Commerce, aligned with the CFA curriculum. Studying core finance, investment analysis, risk management, and global financial markets. Gaining expertise in portfolio management, forex, trade finance, and corporate finance, with practical applications through case studies, simulations, and industry exposure.