Shefalika Ghai Email & Phone Number

Shefalika Ghai

Financial Planner, Investment and Retirement Planning at RBC | Canada

Shefalika Ghai Socials
About Shefalika Ghai

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.

Shefalika Ghai Work
1 experience icon

Financial Planner, Investment and Retirement Planning at RBC in November 2021 to Present

2 experience icon

Financial Advisor at RBC in September 2020 to November 2021

3 experience icon

Banking Advisor at RBC in December 2017 to September 2020

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Shefalika Ghai Education

IBS Hyderabad, MBA, September 2026

Delhi Public School - R. K. Puram, Business/Commerce, September 1997 to September 2026

IBS Hyderabad

Shefalika Ghai Skills

Credit

Business Development

Real Estate

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About Shefalika Ghai's Current Company
Frequently Asked Questions about Shefalika Ghai

What 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

Email Shefalika Ghai at [email protected] and [email protected]. This email is the most updated Shefalika Ghai's email found in 2026.

Shefalika Ghai Phone Numbers

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