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Shivani Mishra

Financial Services Consultant

My Story

Shivani works at the intersection of strategy, analytics, and decision-making, helping individuals and families build long-term financial security.

Currently a Financial Services Consultant with AIA Singapore, Shivani specializes in simplifying complex financial decisions. She guides clients through risk management, insurance protection, wealth accumulation, retirement planning, and estate planning, ensuring families protect what matters most while preparing for the future.

Before transitioning into financial advisory, Shivani spent over six years in marketing and brand strategy across the financial services, entertainment, and consumer brand sectors. A proven strategist, she previously grew Sony Music India’s social media reach by 400% and successfully launched a zero-budget Lo-Fi music vertical that achieved over 50% organic engagement.

Core Areas of Expertise:
- Risk Management & Financial Needs Analysis
- Insurance & Protection Planning
- Wealth Accumulation & Retirement Planning
- Estate & Legacy Planning

Today, Shivani leverages this background—combining strategic thinking, data-driven insights, and clear communication—to deliver thoughtful advice and practical financial solutions built on long-term client relationships.

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Information is correct as at 16/08/2024

Approval Code: AG-CO-001203-2024

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