Mrs. SONALI TATAR, managing director of M/s Investment Shelter holds Bachelor Degree in stream of Commerce. She had completed her MBA in Finance in 2002 and had a experience of working in a reputed multinational Asset Management Company as a Branch Head. After floating this venture she had completed Certified Financial Planner (CFP) degree in 2009, she has a rich experience of more than decade in the field of Financial Markets, Wealth Management and Advisory Services and has a proven track record of managing multiple assets class.
To add to this, she is an ardent finance professional who is well versed in Equity & Commodity Research, Tax Laws, Commercial Laws, Company Law, Accounting, Portfolio Management Services (PMS) and Fund Management which can thus help in providing a wide spectrum of services to clientele of the company. she is a certified Advisor of Association of Mutual Fund in India and Insurance (AMFI) and Insurance Regulatory & Development Authority (IRDA), Associated with many elite clubs for IFAs formed by various Asset Management Companies. She has an incredible foresight and a financial acumen. Thus, having worked across the value chain from the high end Corporate Advisory and Private Wealth Management Segment to the mass affluent retail customers, the strength of clientele exceeds 1000+ customers across India & abroad, the team has hands on experience and sound knowledge of the domestic & international financial markets along with an understanding of the prevailing regulatory framework.
