Cedrus Wealth Partners
Unnati Shah has a collective work experience that spans various roles and companies. In 2020, they held the position of Head Financial Planning Division at Cedrus Wealth Partners. Prior to that, they worked as a Summer Intern at Anvil Share & Stock Broking Pvt Ltd in 2019. In 2016, they were the Proprietor of an online electronics business called BRU Business, which earned a profit of 3,48,000. In the same year, they also served as the Online Business Manager at Dikibi technologies Pvt Ltd, where they were responsible for setting up and managing the company's presence on online portals such as Amazon, Flipkart, and Snapdeal, as well as overseeing sales operations and logistics.
Unnati Shah completed their Bachelor of Commerce degree in Banking at Brihan Maharashtra College Of Commerce from 2014 to 2018. Unnati then attended FLAME University from 2018 to 2020, although no specific degree or field of study is provided. Additionally, Unnati Shah obtained several certifications including "Behavioral Finance and Value Investing With Professor Sanjay Bakshi" from FLAME University in June 2019, "National Stock Exchange certified Financial Modelling" from the National Stock Exchange of India Limited in June 2018, and "NISM Series V-A" from the National Institute of Securities Markets (NISM) in November 2022.
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Cedrus Wealth Partners
Cedrus helps individuals and families achieve financial goals, create wealth, and manage risks. They manage financial and investment problems proactively by anticipating, understanding, and resolving them. Wealth management can help them identify what’s really important to them and then develop strategies to help them realize their most cherishedhopes and protect against the things that might undo them.