Roshni Shah


Roshni Shah is a dedicated junior paraplanner with one year of experience in the financial planning industry. She is currently pursuing the Certified Financial Planner (CFP) certification, reflecting her commitment to ongoing professional development and delivering high-quality support to clients.

She has a strong interest in building efficient financial solutions and enjoys contributing to a seamless client experience. Roshni is driven by a genuine desire to help clients understand their financial options with clarity and confidence. She continues to deepen her expertise across key areas of financial planning, ensuring she delivers well-researched, practical, and personalised strategies that align with each client’s goals.

Outside of work, Roshni enjoys travelling, seeking new adventures, and immersing herself in books—activities that spark her curiosity and broaden her perspective both personally and professionally.