Fund Manager
Heena Shah's proficiency in financial services is underscored by her adept management of third-party funds and successful facilitation of IPO fundraising campaigns. Her experience as a Senior Manager at Shreni Shares Ltd, Mumbai, showcased her leadership in overseeing third-party funds, demonstrating strategic acumen in optimizing investment opportunities while ensuring compliance with regulatory requirements. Heena's track record includes orchestrating successful IPO fundraising endeavours, leveraging her comprehensive understanding of market dynamics and investor sentiment. Her expertise in conducting thorough financial analyses, ensuring accurate valuations, and meticulous review of investor statements, all of which contribute to her reputation for upholding the highest standards of quality and compliance in financial operations. Moreover, Heena's expertise spanned operational workings across equity, debt, and SME segments, where she conducted in-depth research and analysis. She delved into the intricacies of trading system APIs and drafted comprehensive reports on the capital markets. Additionally, Heena played a key role in developing operational frameworks for investment and finance-treasury segments, showcasing her multifaceted skill set in financial services. She has cleared NISM XIX -E Alternative Investment Fund Managers.-Category III