Yash Kate is an experienced Engagement Manager at Scripbox, where they serve Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) by providing guidance on goal-based cash flow planning, mutual funds, and portfolio management services. Previously, Yash worked as a Relationship Manager at Wealth Managers (India) Pvt Ltd and held a sales internship at The Brick Stories. They earned a Bachelor of Business Administration in International Business from Savitribai Phule Pune University and are currently pursuing an Executive MBA at Symbiosis Institute of Business Management, Pune. Passionate about financial education, Yash also dedicates time to teaching underprivileged individuals about investing.
This person is not in the org chart
This person is not in any teams
This person is not in any offices