We are Doctor of your wealth. I firmly believe that 9-5 Ki Job se koi Paisewala nahi banta, Uske liye to “Dhandha karo or Uske sath kisi aur k Dhandhe me Invest karo”We at Profitence Wealth Management we provide you need base solution to our clients. We focus on what our client requires and what investment vehicles are perfect using their Risk Profiling, Financial background screening.We help those clients who want Professional Financial Advisor to create, manage, track their portfolio, who wants to invest their time on their Job, Business so they can create more value from it. We are looking to work with Professionals, Businessmen, NRI who wants to grow their money professionally. We are team of BBA, BCom, MBAs and CFA candidate. If you want to discuss and plan your Financial Plan, connect me on DM or email me : ankitpatel27@gmail.com
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FounderBond MitraSurat, Gj, In -
FounderProfitence Wealth Jun 2016 - PresentSurat, Gujarat, IndiaHelping client to set their Financial Planning, Goal Setting, Portfolio Management, Risk Management. We create customised financial plans for each client based on their financial needs, risk profiles. We manage client Portfolio in Mutual Funds, Direct Equity, Portfolio Management services.
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Customer AssistantMarks And Spencer Oct 2011 - Jun 2013London, United Kingdom Cash management, inventory management. Handling Daily Store Operations. Customer services.Staff training.
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Account PayableTouch Local Sep 2012 - Jan 2013London, United Kingdom Resolve Ledger Queries. Scheduling Suppliers Payment. Reconciling Suppliers, customer and bank report. Daily Banking, sales report. Assist with Month end Procedures.
Ankit Patel Education Details
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University Of Wales, CardiffFinance -
London School Of CommerceBusiness Administration And Management, General -
The Institute Of Chartered Financial Analyst- UsaFinancial Planning And Services -
B.M. College Of BbaFinance -
Investor Certificate Examination
Frequently Asked Questions about Ankit Patel
What company does Ankit Patel work for?
Ankit Patel works for Bond Mitra
What is Ankit Patel's role at the current company?
Ankit Patel's current role is Founder.
What schools did Ankit Patel attend?
Ankit Patel attended University Of Wales, Cardiff, London School Of Commerce, Veer Narmad South Gujarat University, Surat, The Institute Of Chartered Financial Analyst- Usa, B.m. College Of Bba, National Institute Of Securities Markets (Nism).
Not the Ankit Patel you were looking for?
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2ankitfasteners.com, hotmail.com
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Ankit Patel
Em Ii | Solution Architect | Product Development | Specializing In Capital Markets, Hedge Funds, And Private EquitiesThane1gmail.com -
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Ankit Patel
Mumbai -
Ankit Patel
Senior Talent Acquisition Partner @ Russell Investments | Ex-Jp MorganMumbai Metropolitan Region1gmail.com
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