Shweta Shah

Head- Wealth Structuring And Estate Planning at Nuvama Private

Shweta Shah is an accomplished professional with extensive experience in wealth structuring, estate planning, and M&A consultancy. Currently serving as Head of Wealth Structuring and Estate Planning at Nuvama Private since October 2014, Shweta also held the position of Head of Wealth Structuring & Tax at EDELWEISS GLOBAL WEALTH MANAGEMENT LIMITED until March 2024. Prior to this, Shweta spent over eight years at EY, progressing from Consultant to Senior Manager, specializing in M&A advisory and advising clients on cross-border deals, succession planning, and capital raising transactions across various sectors. Shweta began a career in finance at Citibank India as an Industrial Trainee, focusing on financial control and tax. Educationally, Shweta holds a Chartered Accountant degree from The Institute of Chartered Accountants of India and a Bachelor of Commerce from R.A. Podar College, University of Mumbai.

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Nuvama Private

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Nuvama Private is one of the largest and fastest growing private wealth firms in India. Offering bespoke private wealth solutions and strategies to New Age Entrepreneurs, Business Owners/Promoters, Family Offices, C-Suite and Corporate Treasuries. Our highly customised approach to creating wealth for our clients is supported by a robust model focused on improved transparency and governance, synergistic partnerships and efficient digital solutions. Our advisory services include: • Family Governance and Wealth Structuring • Asset Protection and Asset Transfer Strategies • Investment Management • Financing solutions • Investment Banking • Risk Management • Insurance Advisory


Headquarters

Mumbai, India

Employees

201-500

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