Shivam Yadav, MBA

NRI Private Wealth Director

Shivam Yadav brings to the table his long work experience in the banking and wealth management sector.

With clients across the globe, Shivam possesses expertise in Equity Research and Portfolio Management, and holds a prestigious degree in CISI and is perusing CFP US.

Areas of Expertise

401K Analysis, Advice, and Management

Retirement Planning

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Private Banking Advice

Insurance & Family Protection

High Net Worth & Ultra High Net Worth

Qualifications & Awards

MBA Finance

Regions Covered

  • Middle East