Dhara Shah: A Subtle Trailblazer in Financial Planning and Product Management
Dhara Shah’s journey in Financial Planning and Product Management exemplifies a seamless integration of astuteness, adaptability, and unwavering commitment. Her professional and personal realms are marked by significant contributions and continuous growth.
Beginning her career with a degree in Finance and Accounting, Dhara was inspired by her mother’s prudent savings practices to delve into Financial Planning. Earning her Certified Financial Planner (CFP) Certification, and with her skills, she benefits society to meet their Financial Goals. Dhara’s dedication to continuous learning led her to acquire additional certifications from NISM, enhancing her expertise. To solidify her proficiency in Product & Wealth Management, she procured a certificate from IIM Lucknow, which facilitated her ascent to the Leadership Role in Finance & Wealth management at Bonanza Portfolio. Also, she was recently recognised by Women Entrepreneur India as one of the Top 10 Alumni Leaders from IIM Lucknow-2024.
Dhara’s journey reflects a blend of astute decision-making and adaptive strategies, shaping her professional success and personal growth. Her philosophy emphasizes the transformative power of action, serving as an inspiration within the community.
Her career in the Financial Industry has been driven by a passion for Financial Planning and a genuine interest to help people in meeting their Financial Goals. Starting as a finance enthusiast, she embraced diverse roles, including Management, Engagement, New Product Development, and Digital Marketing which made people around her more inclined towards her value.
At Bonanza Portfolio, an organization with a rich history dating back to 1994, Dhara finds resonance in their commitment to providing Top-Tier Financial Solutions to a diverse clientele. “At Bonanza Portfolio, it’s not just about selling products. It’s about cultivating a mindset that empowers individuals to navigate the path toward wealth creation.”
As Vice President, Dhara oversees product management for the Portfolio Management Services and Institutional Broking Services Verticals. Her approach is people-centric, focusing on understanding each person’s unique needs and tailoring holistic strategies that align with their financial goals and risk appetite.
The most gratifying aspect of Dhara’s rich experience of more than 15 years; of professional journey is the enduring client satisfaction cultivated over the years. When long-term clients express their appreciation, it resonates as a personal milestone. Her success mantra is grounded in simplicity and empathy, consistently placing herself in the client’s shoes. Whether crafting investment solutions or streamlining processes, Dhara’s focus remains on making the client’s and other people’s financial journey seamless. Her selfless contribution towards society as a whole makes her one of the deserving recipients of 40 under 40 India 2024 Leaders.
