Chetan Patel Email and Phone Number
Chetan Patel work email
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Chetan Patel personal email
Executive Summary1. Master of Management Studies Degree (2 yrs full-time MBA provided by Mumbai University.) with 1st class Honors, Jamnalal Bajaj Institute of Management Studies, Mumbai and specializing in Finance. (2003)2. Bachelors of Engineering degree from S.A.K.E.C College of Engineering, Mumbai University with 1st class Honors specializing in Electronics (1995)3. Founder & Chief Investment Officer for www.MoneyWorkHere.com & Reminder For Me4. Since graduation had being associated Sushil Finance Limited, Motilal Oswal Securities Ltd, HSBC-Global Services and Param Investment5. Corporate Assignments (Internship) for ICICI Bank, Man Financials (Refco-Sify (I) Pvt. Ltd), B.A.R.C. and HDFC Mutual Fund6. At Sushil Finance – Fund Performance ranking among Equity Mutual Funds has improvised from 219th to 37th.7. At Motilal Oswal Securities Ltd - Awarded Best Performer for mobilizing maximum corpus, minimum redemption and highest customer retention in HNI segment.8. Regular Guest as Fundamental and Macro View at CNBC Bajaar. http://gujarati.moneycontrol.com/tv/search_videos.php?search_str=chetan+patel&x=16&y=129. Visiting Faculty for at JBIMS10. Winner of Stock Game held by Narsee Monjee Institute of Management Studies (2002).11. Paper presented on “Real Estate Mutual Funds” at Business seminar “Strategym” held by JBIMS
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Founder & Chief Investment OfficerMoney Work Here Sep 2010 - PresentMumbaiFOUNDER & CEO at M/s Money Work Here September 2010 - PresentThe MONEY WORK HERE Group is responsible for sourcing, manufacturing, developing, managing and marketing alternative investment products/investments, such as: Hedge FundsFunds of Hedge FundsManaged FuturesPrivate EquityReal Estate FundsExchange FundsAlternative Investment FundsVenture CapitalWealth ProductsACTIVITIES:-Steps toward Financial Advisory Power House# Avenue ISynergy with Industrial association for offering * Corporate Finance - Secured, Unsecured, trade Finance, factoring* Capital Markets - SME Listing,Equity investors, LAS, promoter funding* Investment banking - Angel investment, M&A etc* Manpower sourcing Training & Development* Audits* Legal advisory* Technology - Apps, Digitalization, ERP etc#Avenue IIIndian Listed Companies - DELEVERAGING THROUGH STRATEGIC EQUITY INVESTOR AND WEALTH CREATION.* Equity investment with board* fund usage to deleverage* Converting Fund based bank limits into Non fund based and get inteenation trade finance at lower cost (supplier ➡ overseas ➡ current company limiting to only 50% cap of limit utilization)* Converting debt into payable and deleverage* Debt free company will have different valuation* Final selloff at premium to strategic partner who doesnot want to go green field in India.#Avenue IIIIn house pooling of funds through* Domestic and Overseas investors - UHNI through Private Bankers, Wealth Managers- mapping overseas Corporates and Banks Treasuries- Mapping overseas Fund houses with value investments with exit routes# Avenue IV* Targeting promoters through stuck investments in mid and small caps of FII, DII, Wealth Managers, PE funds.* Giving them exit route through non equity structured deals.
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Founder And DirectorMwh Holdings Pvt Ltd Mar 2021 - Present
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DirectorSudama Trading & Investments Ltd Mar 2021 - PresentNashik, Maharashtra, India -
Founder And DirectorMwh Learnings Pvt Ltd Jul 2020 - PresentBengaluru, Karnataka, India
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Pms HeadSushil Financial Services Sep 2007 - Sep 2010MumbaiRole: PMS Head (Vice President)Responsibilities Held: • Involves structuring, restructuring of client portfolios, asset allocation and maximizing equity returns on their portfolio.• Setting up new schemes and mobilization of corpus and generating revenues for company.• Knowledge of trends in Asset Management business.• Responsible for designing & maintaining the client portfolio's by assessing their needs and providing advisory services to HNI and retail clients ensuring high ROI.• Offering them quality advice on their Investments, based on the research reports generated by the research department.• Forging beneficial and long lasting relations & ensuring quality deliverables for maximization of customer satisfaction.• Provide investment advisory services, continuously review and update customers on their portfolio.• To develop a relationship of trust with the customer and maintaining high standards of confidentiality.• Build team, recruit people as required.Key achievements:- • Last 1 year tenure – Fund Performance ranking among Equity Mutual Funds has improvised from 219th to 37th. -
Regional Advisor PmsMotilal Oswal Securities Ltd Sep 2005 - Sep 2007Role: PMS Head – South Region Responsibilities Held: • Meeting with clients to discuss their financial objectives and risk tolerances, presenting tailored solutions.• Interacted with the clients by producing research reports and making presentations• Analysis of markets and financial instruments presenting conclusions and recommendations to the customers for need based asset allocation, market timing and stock selection.• Effective fund management and manage the portfolio of funds• Ensure adherence to investment policies • Interact with the marketing team, distributors.• Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the model portfolio in the context of the assessed client needs and risk tolerances • Mentor junior members of the portfolio management team• Handling Premier Clients Group (PCG), Portfolio Management Services (PMS), High net worth individual (HNIs)Key achievements:- • Awarded Best performing region for mobilizing maximum corpus, minimum redemption and highest customer retention in HNI segment. -
Process ManagerHsbc Bank Sep 2003 - Aug 2007BangaloreHSBC Bangalore Role:- Process Manager – US Trust Operation Period: September 2003 to September 2004Role: Process Head – US Trust Services (DTC) November 2004 to August 2007Responsibilities included Managing Equity, Debt and Money market trading and settlements under DTC Equity Market Process comprises Pay-in, Pay Out settlements for the trades and disbursement of Dividends Managing wires reconciliation, Overdrafts & Stop payments. Handling corporate actions like M&A, Splits, Bonus issue, Demergers etc. Money market process comprises Managing Portfolios worth $82 Billion trading & Operations of Money market transactions for HSBC & RNB Funds. Manage overnight sweeps, Late trade Management, letting and posting of income and Suspense Clearing Handling instruments like CDs, MTNs, and Bond maturities, SBAs. Debt Market Process comprises Disbursement of income from FED, GNMA (Ginniemae), FNMA (Fanniemae), FHLM (FreddieMae) and BONY (Bank of New York) Handled instruments like MPS (mortgage pass through Securities), CMOs (Collateralized Mortgage Obligations), CPs, Municipal bonds, TIPS (Treasury Inflation Protected Securities) -
Senior Instrumentation Control EngineerIndian Petrochemicals Corporation Ltd [Now Reliance Industries Ltd] Dec 1995 - Aug 2001Dahej, BharuchResponsibilities includedErection, Project and Commission and Maintenance for VCM & PVC PlantActivities comprises Erection, Project and Commission and Maintenance for VCM & PVC Plant Handled advanced process control (APC), distributed control systems (DCS),programmable logic controllers (PLC), supervisory control and data acquisition (SCADA).
Chetan Patel Skills
Chetan Patel Education Details
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First Class Honours -
Shah And Anchor Kutchhi Engg CollegeFirst Class Honours -
Royal CollegeDistinction Rank Holder -
Poorna Prajna Education CenterDistinction Rank Holder
Frequently Asked Questions about Chetan Patel
What company does Chetan Patel work for?
Chetan Patel works for Sudama Trading & Investments Ltd
What is Chetan Patel's role at the current company?
Chetan Patel's current role is Founder and Director of MWH Conglomerate.
What is Chetan Patel's email address?
Chetan Patel's email address is cb****@****o.co.in
What schools did Chetan Patel attend?
Chetan Patel attended Jamnalal Bajaj Institute Of Management Studies, Shah And Anchor Kutchhi Engg College, Royal College, Poorna Prajna Education Center.
What are some of Chetan Patel's interests?
Chetan Patel has interest in Equity Trading And Investments, Education.
What skills is Chetan Patel known for?
Chetan Patel has skills like Hindi, Gujarati, Marathi, English, Investments, Investment Banking, Equities, Portfolio Management, Capital Markets, Derivatives, Mutual Funds, Securities.
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Chetan Patel
Pune -
3elitecore.com, hotmail.com, ecosmob.com
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1astra-polymers.com
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2yahoo.com, intaspharma.com
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Chetan Patel
Pmp Certified Professional Having Around 22 Years Of Experience On Various Microsoft Technologies. Around 16 Years Of Project Management Experience...Mumbai1yahoo.com
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