Yash Chheda

Yash Chheda, CWM®, currently serves as Senior Manager - Financial Concierge (Advisory) at 1 Finance, providing personalized financial advisory services to emerging affluent Indians. With previous experience as a Wealth Advisor at Fintoo, Yash specialized in delivering professional advice to High-Net-worth Individuals (HNI’s) and those in financial distress, focusing on financial, tax, legacy, and investment planning. An early career role as a Compliance Intern at Interactive Brokers allowed Yash to gain insights into KYC, AML, and EDD processes. Educational qualifications include an MBA in Finance from IBS Mumbai and a Bachelor's in Financial Markets from Tolani College Of Commerce.