Apurva Panchal Email & Phone Number

Mumbai, MH, IN

Mumbai, Maharashtra, India

- Restructuring and Rebalancing of Portfolios- To create Financial Plans having a holistic approach to realistic assumptions- Give an understanding of the suitable products and services to the existing Ultra-HNI Clientele- Set up the processes for smoother functioning of Financial Planning- Giving an easy way out to clients in order to create wealth for a.

Mumbai, Maharashtra, India

• Creating a roadmap to achieve financial goals and advice based on the same.
• Review and track the progress of planning done in the areas of Tax, Insurance, Risks, and Retirement.
• Create a balanced asset allocation in order to safeguard portfolios during turbulence.
• Assess the risks involved at the client's individual level as well as at the market level to sustain steady.
• Guide clients on their portfolio progress and the steps to be taken. In turn, educate them on financial well-being.
• After understanding all these aspects, recommend & advise required products & services with open arms and with no limitations.

Mumbai, Maharashtra, India

• Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
• Examine and suggest financial opportunities (e.g. insurance plans, investments)
• Develop sound plans and budgets for clients
• Customize financial plans according to clients’ changing needs
• Help clients implement their plans and carry out transactions
• Present and sell suitable financial products and services

Mumbai, Maharashtra, India

• Supporting Advisors: There are many needs, and queries of the client which need to be fulfilled. Not only talking OR having a relationship with the client saves the client but sharing proper knowledge, making them.
• Portfolio Reviews: As planning is important, reviewing the portfolio is also really important. Major/minor actions to be taken once reviewed.
• Proper Use of Research: One of the important parts of advice is proper research. Understanding proper parameters & advising what's right for the client is crucially important which makes a portfolio accountant.

Mumbai, Maharashtra, India

• About overall work:- Provide financial planning support to clients.- Cultivate client relationships and provide support.- Offer the best suitable unbiased products as per the needs and requirements.- Regular client.
• About Business:- Turned 8 out of 9 prospects for Financial educational program worth Rs. 30,000 each (Best Record at Transcend)- Managed more than 50 clients.- Total AUM managed ~50 crore.- Cross border selling ~ 5.

Mumbai, Maharashtra, India

• Leadership & Management
• Managing team - Making sure that the team is motivated and driven by their own goals.
• Team efforts - As known that nothing can be done without team efforts, we used to diversify our work as per our capabilities and achieve it.
• Problem Solving - The first thing that we did is identify the problems and then finding out a solution for the team as a team.

Master'S Degree, Banking And Finance

Activities and Societies: Hosting/Anchoring, Debates, Coordinating, Entrepreneurship/Startups, Organizing events.Apart from learning MBA.

Master'S Degree, Business/Commerce, General

Certified Financial Planner, Financial Planning And Services, C

I have cleared Investment Planning Module.

Bachelor'S In Financial Markets., Finance And Financial Management Services

Activities and Societies: Activities of managing people at the Annual Functions