Viplavi Shouche

I've spent more than 20 years supporting investors, managing equity portfolios, and handling securities operations. Most recently, I worked at Mass Investments (Kiran Jadhav & Associates) as an HNI Dealing Manager.

At Mass Investments, I managed HNI client portfolios in equity, handled funds and risk management, and supported pay-in and pay-out processes. I also managed demat account opening, KYC compliance, demat and remat requests, and investor queries through taxation-related matters.

Previously, at Unnati Investments, Geojit BNP Paribas Financial Services, and Religare Securities, I worked across equity, currency, commodity, mutual fund, IPO, insurance, client acquisition, research, and back-office support.

I began my career in tax and accounting operations at V. N. Thakar & Co., preparing excise and service tax returns, supporting audits, and maintaining accounting records in Tally. I hold NISM certifications in Capital Market Dealers, Depository Operations, and Mutual Fund Distribution, and I am appearing for SEBI Investment Advisory certification.