Janki Pandya

Janki Pandya Email and Phone Number

Certified Financial Goal Planner (CFGP) at WealthX Capital @ WealthX Capital
Janki Pandya's Location
Ahmedabad, Gujarat, India, India
Janki Pandya's Contact Details

Janki Pandya work email

Janki Pandya personal email

Janki Pandya phone numbers

About Janki Pandya

Currently working as Financial Professional and doing Financial Planning and Insurance Advice through the help of Allegiance Money Managers (www.allegiancemm.com) where I am dealing inAll type of InsuranceHealth InsuranceLife Insurance (Term Plan)Vehicle InsurancePersonal AccidentProperty InsuranceTravel InsuranceOther than thatI am dealing in Mutual fund InvestmentSystematic Investment Plan (SIP)Lumsum InvestmentPortfolio ManagementAndI provide Trading facilities through the Demate account of Motilal Oswal Financial services limitedDo contact me for any of the above mentioned service.amm.janki@gmail.com

Janki Pandya's Current Company Details
WealthX Capital

Wealthx Capital

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Certified Financial Goal Planner (CFGP) at WealthX Capital
Janki Pandya Work Experience Details
  • Wealthx Capital
    Certified Financial Goal Planner (Cfgp)
    Wealthx Capital May 2023 - Present
    Ahmedabad, Gujarat, India
    WealthX Capital is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing financial portfolio to the company.Maintain relationship with the existing clients and serving them for their continued financial needs and keep them updated with their current status & solve their queries.Manage sales team, groom teammates and help them to excel their capabilities while achieving your personal as well as team target.website: http://www.wealthxcapital.comEmail: janki@wealthxcapital.com
    View
  • Allegiance Financial Services
    Financial Professional
    Allegiance Financial Services May 2019 - Apr 2023
    Ahmedabad, Gujarat, India
    Allegiance Financial Services is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing financial portfolio to the company.Maintain relationship with the existing clients and serving them for their continued financial needs and keep them updated with their current status & solve their queries.Manage sales team, groom teammates and help them to excel their capabilities while achieving your personal as well as team target.website: http://www.allegiancemm.comEmail: support@allegiancemm.com
    View
  • Kotak Mutual Fund
    Management Trainee
    Kotak Mutual Fund Apr 2018 - May 2018
    Ahmedabad, Gujarat, India
    I was working with the direct clients to get there financial Investment requirements.
    View

Janki Pandya Skills

Marketing Management Product Marketing Social Media Channel Salesforce.com Online Marketing Cvent Retail Account Management Sales Press Releases Event Planning Business Development Negotiation Digital Marketing Advertising Lead Generation Seo Strategy Facebook Online Advertising Marketo Marketing New Business Development Social Networking Event Management Training Time Management Product Management Customer Service Social Media Marketing Events Coordination Email Marketing Management Public Relations Marketing Communications

Janki Pandya Education Details

  • Sal Institute Of Management
    Sal Institute Of Management
    Finance, General

Frequently Asked Questions about Janki Pandya

What company does Janki Pandya work for?

Janki Pandya works for Wealthx Capital

What is Janki Pandya's role at the current company?

Janki Pandya's current role is Certified Financial Goal Planner (CFGP) at WealthX Capital.

What is Janki Pandya's email address?

Janki Pandya's email address is pa****@****ail.com

What is Janki Pandya's direct phone number?

Janki Pandya's direct phone number is +612928*****

What schools did Janki Pandya attend?

Janki Pandya attended Sal Institute Of Management.

What skills is Janki Pandya known for?

Janki Pandya has skills like Marketing Management, Product Marketing, Social Media, Channel, Salesforce.com, Online Marketing, Cvent, Retail, Account Management, Sales, Press Releases, Event Planning.

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