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“Stayinvestedforlong
term”
No Of Clients Average Portfolio
Performance
My bestadvice My Approach
Over the years I have advised over 100+ clients and provided them an average return of 18%
CAGR on theirinvestments.
I am a Professional Wealth Manager with over 6 years experience.. I manage a diverse set
of clients spanning across HNIbusinessmen, working professionals and NRIs.
Ispecialize in providing customized wealthmanagement solutions.
Summary
TinuShah
WealthManager
B.Com+CFP
+9192233 90139
/TINU
@TINU.JI
tinu-shah-75a3609
My scorecard
Wealth
Planning
Investment
Management
PMS Mutual
Funds
100 + 18%
CAGRAverage portfolio
size
of Rs. 1crs
Understand Profile
ProposeImplement
Report Review

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Wealth manager profile

  • 1. “Stayinvestedforlong term” No Of Clients Average Portfolio Performance My bestadvice My Approach Over the years I have advised over 100+ clients and provided them an average return of 18% CAGR on theirinvestments. I am a Professional Wealth Manager with over 6 years experience.. I manage a diverse set of clients spanning across HNIbusinessmen, working professionals and NRIs. Ispecialize in providing customized wealthmanagement solutions. Summary TinuShah WealthManager B.Com+CFP +9192233 90139 /TINU @TINU.JI tinu-shah-75a3609 My scorecard Wealth Planning Investment Management PMS Mutual Funds 100 + 18% CAGRAverage portfolio size of Rs. 1crs Understand Profile ProposeImplement Report Review