Mitesh Shah

CEO

Bengaluru, Karnataka, India22 yrs experience

Most Likely To SwitchHighly Stable

Key Highlights

Extensive experience in wealth management and family office operations.
Proven leadership as Managing Director and CEO.
Strong background in investment strategies and portfolio management.

Stackforce AI infers this person is a Wealth Management and Family Office expert with extensive investment strategy experience.

Contact

Skills

Core Skills

Wealth ManagementInvestment Management

Other Skills

Alternative InvestmentsBankingBusiness DevelopmentBusiness Relationship ManagementBusiness StrategyEmerging MarketsEquitiesFamily OfficeFinancial AdvisoryHedge FundsInvestment BankingInvestment StrategiesInvestmentsMutual FundsPortfolio Management

About

Specialties: Family Office, Wealth management,

Experience

22 yrs

Total Experience

8 yrs 4 mos

Average Tenure

12 yrs 4 mos

Current Experience

Alyf

Investor

Sep 2022 – Present · 3 yrs 8 mos

Klub

Investor

Sep 2021 – Present · 4 yrs 8 mos

Stockal

Investor

Aug 2019 – Present · 6 yrs 9 mos · Bangalore Urban, Karnataka, India

Wealthapp financial advisors pvt. ltd.

Co Founder

Jan 2016 – Sep 2020 · 4 yrs 8 mos · Bengaluru Area, India

Crest wealth management pvt ltd

Member Board of Directors

Oct 2015 – Jul 2021 · 5 yrs 9 mos · Mumbai Area, India

Sm tools

Advisory Board Member

Jan 2014 – Present · 12 yrs 4 mos

B s pharma

Advisory Board Member

Jun 2013 – Present · 12 yrs 11 mos

Equirus family office

Managing Director and Chief Executive Officer

Jun 2010 – Present · 15 yrs 11 mos

Family OfficeWealth managementWealth ManagementInvestment Management

Hsbc

Associate Vice President

Mar 2007 – Oct 2007 · 7 mos

Citibank

Investment Counselor

Apr 2004 – May 2010 · 6 yrs 1 mo

Education

SYMBIOSIS INTERNATIONAL UNIVERSITY

MBA

Jan 2002 – Jan 2004

Bangalore University

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