Janki Pandya
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Janki Pandya Email & Phone Number

Certified Financial Goal Planner (CFGP) at WealthX Capital at WealthX Capital
Location: Ahmedabad, Gujarat, India 3 work roles 1 school
1 work email found @nuix.com 2 phones found area 129 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@nuix.com
Direct phone (129) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
WealthX Capital
Role
Certified Financial Goal Planner (CFGP) at WealthX Capital
Location
Ahmedabad, Gujarat, India

Who is Janki Pandya? Overview

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Quick answer

Janki Pandya is listed as Certified Financial Goal Planner (CFGP) at WealthX Capital at WealthX Capital, based in Ahmedabad, Gujarat, India. AeroLeads shows a work email signal at nuix.com, phone signal with area code 129, and a matched LinkedIn profile for Janki Pandya.

Janki Pandya previously worked as Certified Financial Goal Planner (CFGP) at Wealthx Capital and Financial Professional at Allegiance Financial Services. Janki Pandya holds Master Of Business Administration - Mba, Finance, General from Sal Institute Of Management.

Company email context

Email format at WealthX Capital

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*@nuix.com
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AeroLeads found 1 current-domain work email signal for Janki Pandya. Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Marketing Management, Product Marketing, Social Media, Channel, and 32 others.

Current workplace

Janki Pandya's current company

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WealthX Capital
Wealthx Capital
Certified Financial Goal Planner (CFGP) at WealthX Capital
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3 roles

Janki Pandya work experience

A career timeline built from the work history available for this profile.

Certified Financial Goal Planner (Cfgp)

Current
Wealthx Capital

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

May 2023 - Present

Financial Professional

Allegiance Financial Services

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

May 2019 - Apr 2023

Management Trainee

Kotak Mutual Fund

Ahmedabad, Gujarat, India

I was working with the direct clients to get there financial Investment requirements.

Apr 2018 - May 2018
1 education record

Janki Pandya education

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

Frequently asked questions about Janki Pandya

Quick answers generated from the profile data available on this page.

What company does Janki Pandya work for?

Janki Pandya works for WealthX Capital.

What is Janki Pandya's role at WealthX Capital?

Janki Pandya is listed as Certified Financial Goal Planner (CFGP) at WealthX Capital at WealthX Capital.

What is Janki Pandya's email address?

AeroLeads has found 1 work email signal at @nuix.com for Janki Pandya at WealthX Capital.

What is Janki Pandya's phone number?

AeroLeads has found 2 phone signal(s) with area code 129 for Janki Pandya at WealthX Capital.

Where is Janki Pandya based?

Janki Pandya is based in Ahmedabad, Gujarat, India while working with WealthX Capital.

What companies has Janki Pandya worked for?

Janki Pandya has worked for Wealthx Capital, Allegiance Financial Services, and Kotak Mutual Fund.

How can I contact Janki Pandya?

You can use AeroLeads to view verified contact signals for Janki Pandya at WealthX Capital, including work email, phone, and LinkedIn data when available.

What schools did Janki Pandya attend?

Janki Pandya holds Master Of Business Administration - Mba, Finance, General from Sal Institute Of Management.

What skills is Janki Pandya known for?

Janki Pandya is listed with skills including Marketing Management, Product Marketing, Social Media, Channel, Salesforce.Com, Online Marketing, Cvent, and Retail.

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