Junior Paraplanner
Yeshvi is a committed Junior Paraplanner with over one year of hands-on paraplanning experience and an additional 1.5 years in the broader financial services industry. With an MBA in Finance, she pairs strong technical foundations with a clear understanding of how advice needs to be structured, justified, and compliant.
She is detail-driven and analytical, supporting the development of clear, structured, and strategic advice documents. Her interests include financial modelling, and investment planning, and she consistently looks for ways to enhance client outcomes and streamline the advice process.
Outside work, she enjoys spending time with friends and family, exploring new cafés, taking time for herself, and relaxing with music reflecting the balance, curiosity, and calm she brings to her professional role.
