Deepali Pathak Email & Phone Number

I cater to an extremely niche segment of investors , having a networth of 10 crs plus cross the country. Offering investment advisory services from Equity to Art, Real Estate to Estate Planning and much more.With a very wide range of products available the key to good investments is a good understanding of the clients life cycle, cash flows requirements, risk taking ability and aspirations. This gets beautifully covered in a complete Financial Plan, done by my team. A client can also look at doing a Wealth Review to get a status on his current financial position.

I was working with DSP Merrill Lynch Ltd as Asst. Vice President - Investments. I worked with the Global Private Client Group for the Global Wealth Management Platform.My profile was to prospect and source new clients for our Investment Advisory Services. It included advising clients on appropriate products based on their risk profile and time horizon.Product profile included Equity, Mutual Funds, Structured Notes, PMS, Securities Based Lending, Trust Services, NRI Services, Overseas Investments – ICMA.

Started as an Manager sales in Mumbai and went on to head the entire western region coverin Maharashtra, Gujarat, M. P and Goa.