Saumil Shah
About Saumil Shah
Saumil Shah is a Wealth Management Specialist with over four years of experience in the financial services sector. He currently serves as a Health Planner at Care Insurance and has held various roles in wealth management and accounting across multiple firms in Mumbai.
Work at Turtlemint
Saumil Shah currently serves as a Wealth Management Specialist at Turtlemint, a position he has held since 2021. In this role, he focuses on providing tailored wealth management solutions to clients. His responsibilities include analyzing clients' risk appetite and advising on strategies to maximize return on investment (ROI). This position is part of his broader career in the financial services sector, where he has accumulated significant expertise.
Current Roles in Financial Services
In addition to his role at Turtlemint, Saumil Shah is also a Health Planner at Care Insurance and an Insurance Advisor at LIC, both positions he has held since 2019. His work in these roles involves providing clients with comprehensive insurance solutions and health planning services. This multifaceted approach allows him to cater to various financial needs in the Mumbai area.
Previous Experience in Accounting and Taxation
Saumil Shah has a diverse background in accounting and taxation. He worked as a Junior Account Executive at S. Ramanand Iyer & Co. Chartered Accountants from 2014 to 2017, where he gained foundational experience in accounting practices. He also served as an Indirect Tax Consultant at Geometric Limited for one year, further enhancing his expertise in tax-related matters. Additionally, he was an Articled Assistant at Bimal R. Mehta & Associates, contributing to his comprehensive understanding of financial services.
Education and Qualifications
Saumil Shah completed his education at Smt. M. D. Bhatia High School, achieving his Secondary School Certificate (SSC). He furthered his studies at the University of Mumbai, where he earned a Bachelor of Commerce (B.Com) degree. His academic background in Business and Commerce has equipped him with the knowledge necessary to navigate the complexities of the financial services industry.
Professional Experience Overview
Saumil Shah has over four years of corporate experience in the financial services sector. His career spans various roles that include wealth management, health planning, and accounting. He has developed a strong skill set in managing client portfolios and providing advisory services, focusing on maximizing investment returns while considering individual risk profiles.