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Dr Jeet R.Shah

Strategy and Corporate Fi






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About me

  Member Since : 05 November 2011  (Mumbai)

I completed  Ph.D in Wealth Management from Mumbai University and am a Certified Financial Planner (CFP). I have over 19 years industry experience in the field of SME and FMB consulting as well as corporate and personal finance , I has been instrumental for helping clients in Wealth Management, Business Strategy Formulation and Execution, Tax Planning as well as capital syndication both Equity & Debt . I like to teach and have a teaching experience of about 16 years. I am a visiting faculty with NMIMS, S.P.Jain and Indo-German Training Center and has taken corporate training sessions for SBI, Mahindra Kotak Securities, Reliance Energy and LIC. He was invited by SEBI's NISM to take public education seminar. I have also been a consultant to FPSB India and was a expert in the second round table on Direct Tax Code organised by Ministry of Finance under the aegis of SEBI's NISM. I have been a content developer for ICICI Prudential Life Insurance and Reliance AMC.
Recently I have been appointed as a "Mentor For Change" by NITI Aayog 


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