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Shiv Mehta

Shiv Mehta (CFA III, CFP)

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Shiv Mehta has cleared all three levels of CFA Program (USA) in first attempt. He is also a Certified Financial Planner in India. Currently, he is working with Brickwork Ratings (fifth credit rating agency in India) as a Credit Analyst, engaged in rating bank loan facilities and non-convertible debentures of large corporates and MSME companies. Prior to this, he was working with Ameriprise Financials as a financial planner where he was involved in preparing financial plans for low net worth and high net worth individuals along with making asset allocation and investment strategies for the clients to achieve their financial goals. He has been a lead CFA and CFP instructor at iPLAN EDUCATION.