Client Support Team
Shruti holds a PGDBM in Finance and is an Indian Certified Financial Planner (CFP®), with over three years’ experience in the Financial Planning profession.
She is passionate about being part of a profession that helps individuals and families make informed decisions about their money, giving them greater confidence as they work towards their goals.
Outside of work, Shruti enjoys travelling, staying active through regular workouts, and spending quality time with family and friends.
Quickfire:
1. What’s the craziest thing you’ve done?
I once stayed up all night in the middle of nature just to watch the clouds slowly transition from night to sunrise, and it turned out to be a beautiful experience.
2. What’s the best thing you’ve spent money on?
Definitely my annual gym membership! It turned out to be one of the best investments I’ve made in myself.
3. The worst?
Spending too much on an overpriced coffee that wasn’t even good!
4. What’s your favourite book?
Norwegian Wood by Haruki Murakami.
5. If you’re not working, where will we find you?
Binge-watching series, spending time with family and friends, or at the gym enjoying a workout.