Shreya Gala
Expert
Chartered Accountant
Mumbai City, Maharashtra, India
Expertise
- wealth management
- Portfolio Management Services
- Financial Planning
About Me
Chartered Accountant with over 9 years of experience in corporate finance. As a co-founder of Xylem Investments a PMS firm we leverage our deep research & expertise to deliver tailored investment solutions and help clients achieve their financial goals
Education Summary
Studied B.Com from HR College and completed by Chartered Accountancy in the year 2015
Skillset Summary
Equity portfolio strategy review and analysis, Financial planning and wealth management strategy
Experiences
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Co-Founder
Xylem Investments - ( Jul 24 - Present )
