Ankur Patel Email and Phone Number
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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.
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Partner360 One Wealth Nov 2022 - PresentMumbai, Maharashtra, India -
Head - Product Specialist TeamKotak Wealth Management Jun 2016 - Nov 2022Mumbai, Maharashtra, Indiaerstwhile called Investment Councellor / Investment Specialist.earlier was Team Lead Investment Advisor in KIAL -
Investment Banking Summer InternJ.P. Morgan Apr 2015 - May 2015Mumbai 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 -
Business AnalystCapital One Jul 2012 - Jun 2014BangaloreWorked 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
Ankur Patel Education Details
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6.3/8 -
Summer Exchange -
Cfa InstituteCfa Level 3 Cleared
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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Ankur Patel
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