Shaily Patel

Shaily currently serves as an Administration Officer at our firm. She is a dynamic and driven professional with an academic background in finance and strategic management. Armed with a Master of Commerce (M.Com) and a prestigious Master of Business Administration (MBA) specializing in Business Intelligence, she brings over 2.5 years of experience in financial planning to her role.

Her experience extends to maintaining client databases with a focus on data accuracy and confidentiality, as well as proficiency in drafting professional correspondence, reports, and presentations related to financial planning activities. She is dedicated to enhancing her skills and knowledge base, always seeking opportunities for growth and development. As our finance administrator, she will work closely with our executive team and other support staff to maintain the financial health of our organization.

Outside of her professional commitments, she cherishes precious moments with her family and friends, enjoying activities such as watching movies, going on car rides, and exploring new places.