Paraplanning Team Lead
Shrey is our distinguished Paraplanner with a remarkable academic background and over two years of experience in the financial planning industry. Honoured with ‘Gold medal’ in Masters in Business Administration (MBA) with a specialisation in Finance, Shrey brings a blend of academic excellence and practical expertise to the table.
Recognised for his meticulous attention to detail, he excels in crafting tailored Statements of Advice and Records of Advice for clients, ensuring utmost precision and compliance. He possesses a deep understanding of regulatory requirements and is proficient in conducting comprehensive financial analysis using cutting-edge industry software.
Beyond work, Shrey is an avid learner, constantly enriching his knowledge and skills to stay abreast of industry trends and developments. In his leisure time, he enjoys weekend motorbike rides, watching movies, and exploring new avenues of interest.
