Maithili Shah β Co-Founder
"πΎπ§πππ©ππ£π πππ¨π©ππ£π πΎπ€π’π₯ππ©ππ©ππ«π πππ«ππ£π©πππ ππ€π§ π€πͺπ§ ππ‘πππ£π©π¨ & π©ππππ§ ππͺπ¨π©π€π’ππ§π¨" π β Ease of Working + β High Quality Services + β Deep Industry and functional expertise + β Quick Adoption of clients tool and ecosystem βΊπππ’π¨π§ π π: Syntelligence is the product of my 18 years of building global business units to cater to complex and unique needs in the Wealth Management and Business Valuation industry. Whatβs been constant? Building a team of quick-learning and curious people ready to roll their sleeves and work along a goal. We always ensure they have the necessary tools, resources, and processes to do their job effectively. I am an MBA and CFP but passionate about Tech. I learned Data Science from leading B schools - IIMB and ISB. ππ’πͺ πͺπ πͺπ’π₯π: Discovery >> Due Diligence >> Onboarding >> Pilot >> Off ground (< than 3 weeks β) πͺππ¬ ππ§ πͺπ’π₯ππ¦: π₯ Great people: They are experts in their fields. They bring a strong service ethos to everything they do. π΄οΈ Next Level Service: Our clients are confident that we will take their service to the next level. β³ Our values: Continuous innovation, insatiable hunger for knowledge, passion for perfection & uncompromising customer excellence. βοΈProficiency in leading software used by our clients & know-how they work in any ecosystem. π¦ππ₯π©ππππ¦: β Financial Advisor Support Services β Business Valuation Support Services πͺπππ₯π π¬π’π¨'π©π π¦πππ‘ π π: π‘ Guest faculty in B schools talking about how Technology and data science are disrupting Financial markets π‘ Moderating or speaking at prominent Advisor summits in India. π§π¬π£ππ¦ π’π ππ¨π¦ππ‘ππ¦π¦ππ¦: β Independent Financial Advisors / RIA Firms β Certified Business Valuators / Financial Analysts / Investment Bankers πͺπππ§ π’π§πππ₯π¦ π¦ππ¬: π£ βI was hesitant to use the Financial Plan setup service. However, their turnaround time and attention to detail left me breathless. Using them is now a part of my client onboarding process.β, π£ βOur firm has worked with Maithili for several years and she has been a good business partner. She is responsive and has helped grow our firm.β πͺπ’π¨ππ π¬π’π¨ ππ π₯ππππ¬ π§π’ π§πππ? βοΈ Connect with me or email me at mshah@syntelligencefintech.com. #wealthmanagement #BusinessValuation #financialplanning #fp&a p.s. Behind this profile is a real person. In my free time, I am reading biographies, dancing & most of all - busy being a mom: baking cookies, playing games & loitering in the park with kids π
Stackforce AI infers this person is a Fintech expert with a strong focus on Wealth Management and Business Valuation.
Experience: 19 yrs 8 mos
Skills
- Wealth Management
- Business Valuation
Career Highlights
- Founder of Syntelligence with a clear vision for financial services.
- Expert in Wealth Management and Business Valuation with 95% client retention.
- Guest faculty discussing technology's impact on financial markets.
Work Experience
Syntelligence Fintech
Founder (4 yrs 6 mos)
Untamed and Unpolished
Founder (4 yrs 6 mos)
OMNI Informatics
Director, Member of the Board (9 mos)
General Manager (Omni Informatics) (5 yrs)
Nirma University, Ahmedabad, Gujarat, India
Corporate Guest Faculty (2 yrs 6 mos)
SGP Technologies Pvt. Ltd.
Chief Financial Technology Officer (6 mos)
Head - Financial Planning Team (5 yrs 5 mos)
SNL Financial
Senior Manager - Operations (Bank Regulatory, Estimates Data & Financial Services (Non-GAAP) (2 yrs 7 mos)
Knowledge Academy
Visiting Faculty (CFP) (6 mos)
Reserve Bank of India
Management Trainee (3 mos)
ICICI Bank
Officer (1 yr 5 mos)
Education
Certificate Programme in Business Analytics and Data Science at Indian School of Business
Business Strategy at Indian Institute of Management Bangalore
MBA at Gujarat University
