Shefalika Ghai
Financial Planner, Investment and Retirement Planning at RBC | Canada
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Shefalika Ghai is a highly accomplished Accredited Personal Financial Planner at RBC, specializing in delivering comprehensive investment and retirement planning solutions tailored to her clients' unique financial goals. In her current role, Shefalika leverages her expertise to craft personalized financial strategies that encompass investment planning, tax optimization, risk management, and estate planning. Her approach is rooted in a deep understanding of her clients’ short-term and long-term objectives, enabling her to develop dynamic financial plans that adapt to changing life circumstances and market conditions.
At RBC, Shefalika actively manages a diverse portfolio of client cases, working closely with individuals and families to assess their cash flow needs both pre- and post-retirement. Her proficiency in financial statement analysis, financial modeling, and DCF valuation allows her to provide insightful recommendations that maximize wealth accumulation and preservation. She excels at integrating strategic planning with risk mitigation techniques, ensuring her clients are well-prepared for future financial challenges.
Beyond her technical skills, Shefalika’s empathetic counseling approach fosters trust and clarity, empowering clients to make informed decisions about their financial futures. Her expertise in private banking and her strategic mindset enable her to identify opportunities for growth and risk diversification, aligning investment strategies with clients’ risk tolerance and retirement timelines. Through her diligent and client-centric methodology, Shefalika Ghai continues to help her clients achieve financial security and peace of mind, reinforcing RBC’s reputation for personalized, strategic financial planning.
Financial Planner, Investment and Retirement Planning at RBC in November 2021 to Present
Financial Advisor at RBC in September 2020 to November 2021
Banking Advisor at RBC in December 2017 to September 2020
Exclusive Relationship Manager at IndusInd Bank in August 2016 to October 2017
Manager at GK Apparels in December 2014 to July 2016
Capital Markets at Knight Frank in July 2013 to December 2014
Assistant Manager-Business Development at TATA Housing and Development Co.in in May 2012 to June 2013
Intern at Power Finance Corporation Ltd. in February 2011 to May 2011
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IBS Hyderabad, MBA, September 2026
Delhi Public School - R. K. Puram, Business/Commerce, September 1997 to September 2026
IBS Hyderabad
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Credit
Business Development
Real Estate
Negotiation
Recruiting
HR Management
Team Management
Networking
Finance
Valuation
Analysis
Due Diligence
credit Analysis
Strategic Planning
Project Finance
Microsoft Office
DCF
Managerial Finance
Financial Risk
Financial Statement Analysis
Financial Modeling
DCF Valuation
Land Acquisition
Private Equity
Management
Structured Finance
Fundraising
Employee Relations
Counseling Psychology
Corporate Affairs
Private Banking
Banking
Portfolio Management
wealth
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Discover more about RBCWhat is Shefalika Ghai email address?
Email Shefalika Ghai at [email protected] and [email protected]. This email is the most updated Shefalika Ghai's email found in 2026.
How to contact Shefalika Ghai?
To contact Shefalika Ghai send an email to [email protected] or [email protected]. (updated on February 17, 2025)
What company does Shefalika Ghai work for?
Shefalika Ghai works for RBC
What is Shefalika Ghai's role at RBC?
Shefalika Ghai is Financial Planner, Investment and Retirement Planning
What is Shefalika Ghai's Phone Number?
Shefalika Ghai's phone (416) ***-*286
What industry does Shefalika Ghai work in?
Shefalika Ghai works in the Banking industry.
Shefalika Ghai Email Addresses
Shefalika Ghai Phone Numbers
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