In 2007, Munjal Rajendra Shah, began his Merrill Lynch Wealth Management career as a Financial Advisor - concentrating primarily on mutual funds at the firm's Philadelphia office at the One Liberty place building.
Within the last decade and more. Munjal has successfully set up an office in Mumbai, India, servicing clients across pan India & overseas in U.S. & the UK. The investment solution has been based on risk-managed investing - crafting customized strategies for each client family and organization.
Munjal demonstrates, that rigorous professional training is critical to providing clients with superior wealth management and countless opportunities to satisfy their complex financial needs.
Munjal, a SEBI registered investment advisor, is specialized in providing traditional advice and guidance, and helps clients pursue their objectives by building and managing personalized & well defined strategies.
While servicing clients via Investment Advisory Program, he precisely adheres to the process required by SEBI to safeguard investor interest.
Munjal holds a Master in Business Administration from The LeBow School of Business, Drexel University. As part of his degree program, Munjal specialized in Finance and Accounting.
Munjal Shah lives in Mumbai, with his wife, Amrita and their daughter Aaria. His passions include traveling (especially family trips)