Anil Patel personal email
- Valid
Over 14 years of experience in financial industry and more than 5 year directily engaged with people to take proper financial solution. It is my hobby to serve better with ethical standard and helping the people in taking right finacial decision with moral & professional responsibility. By taking a degree of CFP , I have proven my self that the way and competancy level for guiding the people in the fiancial era with international & professional level and ethical standered.Specialties: Life cycle base, goal base financial planning , Tax planning , Retirement Planning and Managing investment with appropriate risk profile of the customer and also risk management.
Akshar Financial Consultancy
-
Sole Proprietor - Akshar Financial ConsultancyAkshar Financial Consultancy Feb 2015 - PresentSurat, Gujarat , IndiaA free lancer in the world of financial services. Fee based financial planning services like Life Cycle based , goal based financial planning, Risk Management, Retirement Planning , Investment Planning, Tax Planning, Estate Planning. We also cater consultancy services for any kind of personal loan , housing & Mortgage loan, Business loan, Cash Credit and Overdraft, Project Loan etc. We also providing special services to the NRI customers for their financial assistance in India.
-
Anil PatelHdfc Bank Ltd. Feb 2007 - Feb 2015Surat Area, IndiaI have joined HDFC Bank as on 20.02.2007 as Asst. Manager and left the same on 20.02.2015 as Sr. Manager. I have resigned to seek job satisfaction towards goal based financial planning and free lancer in the field of finance & financial planning advise. -
ManagerSurat Mercantile Co-Op. Bank Ltd. Dec 2005 - Feb 2007Next to CEO. Handalling all Admin , RBI reporting , Human Resource & EDP department of the Bank. Also part of Purchase dept. & Board Meeting.
-
OfficerThe City Co-Op. Bank Ltd. Aug 2000 - Dec 2005Surat Area, IndiaI have worked as Banking professional and EDP department , Salary processing and PAD dept.
-
OfficerEssar Steel Ltd. Jul 1996 - Aug 2000It is my first step towards my professional life. I have been given many task and responsibility in 5 years. It is a great & learning experience of my life. Some good attitude and base I have extracted from my seniors will help to shape my interpersonal personality and carrier. I have joined the organisation when only 30 ton coil was despatched in month. from that level we had reached them to 2.15 lac ton in month. Also key member in organizing Sales and Distribution module in SAP ERP software.
Anil Patel Skills
Anil Patel Education Details
-
Fpsb India Ltd.Financial Planning -
Nism, MumbaiA Grade
-
Sir K P Commerce CollegeA Grade
Frequently Asked Questions about Anil Patel
What company does Anil Patel work for?
Anil Patel works for Akshar Financial Consultancy
What is Anil Patel's role at the current company?
Anil Patel's current role is CERTIFIED FINANCIAL PLANNER CM.
What is Anil Patel's email address?
Anil Patel's email address is an****@****hoo.com
What schools did Anil Patel attend?
Anil Patel attended Fpsb India Ltd., Nism, Mumbai, Sir K P Commerce College.
What skills is Anil Patel known for?
Anil Patel has skills like Wealth Management, Strategic Financial Planning, Investment Advisory, Mutual Funds, Portfolio Management, Banking, Investments, Insurance, Financial Markets, Retail Banking, Loans, Credit.
Not the Anil Patel you were looking for?
-
Anil Patel
Bengaluru -
-
Anil Patel
Founder & Director At Dbmares | Empowering Businesses With Expert Database SolutionsAhmedabad -
Anil Patel
Kolkata -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial