Bhautik Shah

Bhautik Shah is an experienced finance professional currently serving as Assistant Vice President and Senior Client Services Manager at Waterfield Advisors since November 2020. Previously, Bhautik held the position of Senior Associate at JM Financial from December 2015 to November 2020 and worked as an Internal Wholesaler at Franklin Templeton India from December 2011 to November 2015. Earlier career experience includes a role as Sales Support Executive at Tata Mutual Fund from May 2010 to November 2011. Academic qualifications include an Executive MBA from ITM (2015-2017) and an MBA in Accounting and Finance from ITM Group of Institutions. Additionally, Bhautik completed SSC at BNN College, S J Poddar.