Kalpit Dave Cfp®

Kalpit Dave Cfp® Email and Phone Number

Banking Partner @ IndusInd Bank | CFP, Financial Analysis @ IndusInd Bank
gurgaon, haryana, india
Kalpit Dave Cfp®'s Location
Ahmedabad, Gujarat, India, India
About Kalpit Dave Cfp®

As a Banking Partner - Pioneer at IndusInd Bank, I manage the wealth of UHNI and NR clients, providing them with customized financial solutions and strategies. I have helped them achieve their financial goals and optimize their returns, while maintaining a high level of satisfaction and loyalty.I have more than 7 years of experience in the financial services industry, with a strong background in financial analysis, planning, and modeling. I hold a CFP certification from FPSB India, a prestigious credential in the global financial planning community, and I am pursuing CFA Level 1 from CFA Institute. I am passionate about learning new skills and staying updated with the latest trends and developments in the financial sector.

Kalpit Dave Cfp®'s Current Company Details
IndusInd Bank

Indusind Bank

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Banking Partner @ IndusInd Bank | CFP, Financial Analysis
gurgaon, haryana, india
Website:
indusind.com
Employees:
26363
Kalpit Dave Cfp® Work Experience Details
  • Indusind Bank
    Banking Partner - Pioneer
    Indusind Bank Feb 2023 - Present
    Ahmedabad, Gujarat, India
    View
  • Jagoinvestor
    Business Unit Manager
    Jagoinvestor May 2021 - Dec 2022
    India
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  • Jagoinvestor
    Senior Financial Planner
    Jagoinvestor Apr 2019 - Apr 2021
    Ahmedabad Area, India
    View
  • Jagoinvestor
    Junior Financial Planner
    Jagoinvestor Jan 2018 - Mar 2019
    Ahmedabad, Gujarat, India
    View
  • Icici Bank
    Senior Officer
    Icici Bank Jul 2016 - Jun 2017
    View

Kalpit Dave Cfp® Education Details

Frequently Asked Questions about Kalpit Dave Cfp®

What company does Kalpit Dave Cfp® work for?

Kalpit Dave Cfp® works for Indusind Bank

What is Kalpit Dave Cfp®'s role at the current company?

Kalpit Dave Cfp®'s current role is Banking Partner @ IndusInd Bank | CFP, Financial Analysis.

What schools did Kalpit Dave Cfp® attend?

Kalpit Dave Cfp® attended Fpsb India, The Institute Of Chartered Accountants Of India, Cfa Institute.

Who are Kalpit Dave Cfp®'s colleagues?

Kalpit Dave Cfp®'s colleagues are Vikas Mandhare, Ramshankar Yadav, Atish Kumar Dash, Umakant Sardesai, Eswara Rao M, Sameer Srivastava, Mehul Patel.

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