Haresh Patel Email & Phone Number

Financial planning plays a very crucial role in altering people’s lives but often it is left at the hands of others due to lack of knowledge. It is extremely important to empower people to make them more confident & secure about their future. Over the past 2 decades which I’ve spent in financial services, of which 17+ years were at Kotak Securities, I’ve learnt to create both value and wealth for my clients. To take this vision forward, I founded a Wealth Management platform - A₹THANOMICS.A₹THANOMICS is an amalgamation of the best investment practices fused with new age tech & machine learning. Leaning on values of customer focused excellence, sustained growth, transparency, and integrity, we emphasize on relationships with our clients and not just transactions. Our mission is to provide a robust platform that will enable anyone to achieve their financial goals while driving wealth expansion. Over INR 350 crores worth of assets are entrusted under our management by our wide client base. We partner leading asset management companies like SBI Mutual Fund, White Oak Capital Management, Ask Investment Managers, ICICI Prudential Asset Management who provide Mutual Fund Schemes, Portfolios Management Schemes and Alternative Investment Funds. We have also tied up with Axis Bank and Axis Securities to provide broking services to Resident Indians, Institutions, Corporates and NRIs. Our services include Investment Services | Risk Management | Tax mitigationSpecialty: Direct Equity InvestmentYou can find me on Twitter @HareshPatel369 or haresh@arthanomics.inFor more details, log on to www.arthanomics.in

Listed skills include Capital Markets, Equity Valuation, Hedging, Derivatives Trading, and 3 others.