Way2Wealth Brokers Pvt. Ltd.
Jatin Shah has extensive work experience in the financial industry. Jatin started their career at ABN AMRO BANK as a Sr. Relationship Manager in May 2004 and worked there until May 2006. Jatin then joined Motilal Oswal Sec as an Area Sales Manager - Business Development Franchise Business in June 2006 and stayed until November 2009. Jatin then moved to Unicon Investment Solutions where they worked as an Associate Vice President in Private Wealth Management from September 2009 to May 2010. Since then, they have been working at Way2Wealth Brokers Pvt. Ltd., where they held various positions including Associate Vice President - Franchise Business Development & New Initiative from May 2010 to June 2014, Vice President - PCG from July 2014 to March 2021, and currently serves as the Senior Vice President - Regional Head since April 2021.
Jatin Shah completed a Diploma in Business Management (DBM) specializing in Finance - Business Management from IIBM - Business Management between 2005 and 2007.
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Way2Wealth Brokers Pvt. Ltd.
Way2Wealth provides a wide range of personalized wealth-management and investment services to its retail and institutional clients. These include equities, commodities and currency trading, portfolio advisory and management services, investment advisory services, distribution of mutual funds, IPOs, loans and insurance, as well as online securities broking and depository services. Way2Wealth also provides fee based personal financial planning services for its retail and corporate clients.