Dipal Patel

Dipal Patel Email and Phone Number

Principal Officer @ ASK Private Wealth
India
Dipal Patel's Location
Maharashtra, India, India
Dipal Patel's Contact Details

Dipal Patel work email

Dipal Patel personal email

About Dipal Patel

Wealth management professional with experience in investments and product management. I am a CFA charterholder, and have passed FRM Part I (USA) in August 2023. Interested in continuing learning and growth in areas such as product management and financial analysis.

Dipal Patel's Current Company Details
ASK Private Wealth

Ask Private Wealth

View
Principal Officer
India
Website:
askfinancials.com
Dipal Patel Work Experience Details
  • Ask Private Wealth
    Principal Officer
    Ask Private Wealth
    India
    View
  • Ask Private Wealth
    Principal Officer
    Ask Private Wealth May 2024 - Present
    Gift City
    ASK Wealth Advisors Pvt Ltd (GIFT IFSC)
    View
  • Idfc First Bank
    Product Manager
    Idfc First Bank Aug 2022 - May 2024
    Product Manager for investment products such as Mutual Funds (primarily), and Alternates- Product Life Cycle Management- Digital projects- Marketing pertaining to Investment products- Business Continuity Coordinator
    View
  • Anand Rathi Wealth Limited
    Private Wealth - Anand Rathi
    Anand Rathi Wealth Limited May 2019 - Jul 2022
    Mumbai, Maharashtra, India
    HNI and Ultra HNI Segment: Account Management and Portfolio Analysis
    View

Dipal Patel Skills

Microsoft Office Microsoft Excel Management Microsoft Word Powerpoint Microsoft Access

Dipal Patel Education Details

Frequently Asked Questions about Dipal Patel

What company does Dipal Patel work for?

Dipal Patel works for Ask Private Wealth

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

Dipal Patel's current role is Principal Officer.

What is Dipal Patel's email address?

Dipal Patel's email address is de****@****ail.com

What schools did Dipal Patel attend?

Dipal Patel attended Indian Institute Of Management Raipur, Pandit Deendayal Energy University (Pdeu), Sheth C N Vidhyalya.

What skills is Dipal Patel known for?

Dipal Patel has skills like Microsoft Office, Microsoft Excel, Management, Microsoft Word, Powerpoint, Microsoft Access.

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