Apoorva H Vora is the founder and CEO of Finolutions Wealthcare LLP, a consulting firm for wealth management.
Vora has 10 years of experience in information technology and two decades of experience in financial services. As an information technology professional, he has been responsible for the entire computerization for the Rajkot Stock Exchange. He was featured as Entrepreneur of the Month in June 2017 in The CEO Magazine, which highlighted his company’s business model.
His financial services experience includes sales, distribution, business development, portfolio management, wealth management, advisory, research, product management and EB-5 investing. His pre-Finolutions experience includes working with private client groups, research, advisory services, product development and management, and wealth management.
Finolutions Wealthcare provides a space for business-to-business that help financial advisors become wealth managers, and wealth managers grown become private bankers.
He’s also been mentoring startup business owners by guest lecturing at several master’s in business administration institutes and industry forums, speaking on wealth management, start-up business practices, private banking and EB-5 investing. Vora has helped create private angel networks through partnerships local wealth management firms.
Vora earned two bachelor’s degrees: one in commerce in 1985, and another law in 1995, plus a postgraduate diploma in taxation laws, from Saurashtra University in India. He also earned a master’s in business administration from Newport University in California.
He is a certified private wealth manager, a certified financial planner and a member of Financial Planning Association USA. Mutual funds, life insurance, commodities, derivatives, risk management and portfolio management are among his other certifications.