Viraj Shetty
Financial planner and finance associate
Summary
Certified financial planning specialist: holds multiple FPSB/Accredible credentials earned in March 2026, indicating formal training and certification in investment, retirement & tax, and risk & estate planning. fpsb+1
Progressive finance career spanning equity research to corporate finance and financial planning, showing movement from analyst-level research roles into broader finance associate and planner roles. theorg
Work and professional presence based in India, with sources listing Thane and Bengaluru as locations associated with this person. theorg+1
Academic background combines a local undergraduate finance degree (University of Mumbai) with a short Yale program in financial markets, reflecting both domestic and international finance education.