Ankur Patel

Ankur Patel Email and Phone Number

Executive Vice President- 360 One Wealth || IIT Delhi || CFA L3 || @ 360 ONE Wealth
Ankur Patel's Location
Mumbai, Maharashtra, India, India
Ankur Patel's Contact Details
About Ankur Patel

Ankur Patel is a Executive Vice President- 360 One Wealth || IIT Delhi || CFA L3 || at 360 ONE Wealth. He possess expertise in valuation, accretion/dilution, pitch books, data analysis, microsoft office and 5 more skills. He is proficient in English.

Ankur Patel's Current Company Details
360 ONE Wealth

360 One Wealth

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Executive Vice President- 360 One Wealth || IIT Delhi || CFA L3 ||
Ankur Patel Work Experience Details
  • 360 One Wealth
    Partner
    360 One Wealth Nov 2022 - Present
    Mumbai, Maharashtra, India
  • Kotak Wealth Management
    Head - Product Specialist Team
    Kotak Wealth Management Jun 2016 - Nov 2022
    Mumbai, Maharashtra, India
    erstwhile called Investment Councellor / Investment Specialist.earlier was Team Lead Investment Advisor in KIAL
  • J.P. Morgan
    Investment Banking Summer Intern
    J.P. Morgan Apr 2015 - May 2015
    Mumbai Area, India
    · Interned for 8 weeks in the Energy team of Investment Banking research team· Worked on creating industry pages, trading comparable, company profiles· Assisted the team in creating pitch books for Asian Oil and Gas and Power companies· Performed an extensive portfolio benchmark analysis of 25 large Oil & Gas companies, findings used to suggest M&A activities to client· Acknowledged by the team for researching and presenting a primer on Master Limited Partnerships in the Energy Sector· Identified a merger deal possibility between two multi-billion cap Oil and Gas upstream producers· Analyzed and created an end-to-end sell side pitch for the deal and presented to a senior panel· Received a Pre-Placement Interview offer based on performance and pitch presentation
  • Capital One
    Business Analyst
    Capital One Jul 2012 - Jun 2014
    Bangalore
    Worked for 2 years in the Small Business cards team Led many projects related to customer acquisition, underwriting and customer managementTravelled annually to Richmond, USA to present updates to Senior VP of Small Business Cards

Ankur Patel Skills

Valuation Accretion/dilution Pitch Books Data Analysis Microsoft Office Sas Sql Analytics Statistical Modeling Segmentation

Ankur Patel Education Details

Frequently Asked Questions about Ankur Patel

What company does Ankur Patel work for?

Ankur Patel works for 360 One Wealth

What is Ankur Patel's role at the current company?

Ankur Patel's current role is Executive Vice President- 360 One Wealth || IIT Delhi || CFA L3 ||.

What is Ankur Patel's email address?

Ankur Patel's email address is an****@****o.co.in

What schools did Ankur Patel attend?

Ankur Patel attended Xlri Jamshedpur, Emlyon Business School, Iit Delhi, Cfa Institute.

What skills is Ankur Patel known for?

Ankur Patel has skills like Valuation, Accretion/dilution, Pitch Books, Data Analysis, Microsoft Office, Sas, Sql, Analytics, Statistical Modeling, Segmentation.

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