Ms. Zeal Paresh Doshi is one of the Co-founders of Zenith Finserve – a firm that specialises in Personal Finance Consultancy. She is a Certified Financial Planner, from Financial Planning Standards Board, USA. Also, she has cleared the prestigious Chartered Financial Analyst program’s Level 1 examination and Certified Alternative Investment Manager.

Passionate about public speaking right since her school days, Ms. Zeal has built a career in public speaking as a Finance faculty and corporate trainer. Being a CFP & CFA level 1 clear, she specializes in topics related to the Investments, Taxation & Portfolio Management. She co-founded Zenith Finserve in Apr’21 and runs her practice as a financial planner.

She has work experience of almost 7 years in the finance domain and specialises in
Investment planning, Retirement planning & tax planning – return filing. As a CFP Trainer she has trained more than 200 CFP aspirants and 150+ CFA candidates. She is often seen conducting financial planning & career awareness programs for the young minds. Recently, she has empanelled with NSE / BSE for conducting Investment Awareness Programs – thus ensuring that citizens across the nation are financially literate!

At Zenith, she heads the Operation and Accounts team. She ensures that all the regulatory compliances are in place for Zenith and clients are on-boarded smoothly for any of the service – be it Investment planning, Retirement planning or Insurance related matters. Her expertise lies in taxation – thus next time you have any tax related query – you know whom to contact!