Devanshi Parmar

Client Services Officer

I am a finance professional with an MBA in Finance and 2.5 years of experience in the finance industry. I began my career in the startup ecosystem, where I supported early-stage companies in achieving their fundraising goals. Through this journey, I developed strong expertise in business presentations, startup valuation, financial modelling, and financial analysis.

I am passionate about investment analysis, building strong client relationships, and contributing to a smooth and efficient client experience. I enjoy streamlining processes, enhancing workflows, and collaborating with teams to achieve shared goals. With a commitment to continuous learning, I actively seek opportunities to expand my knowledge and strengthen my expertise in the dynamic world of finance.

Beyond work, I enjoy travelling, listening to music, playing outdoor games, and spending quality time with my family and friends. I bring curiosity, positivity, and a people-first attitude to both my professional and personal life.

Talk to the CCA Financial Planners team today!

Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.

Talk to the CCA Financial Planners team today!

Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.

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