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Ankit Patel Email & Phone Number
Founder
at
Bond Mitra
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Profile completeness 86%
Who is Ankit Patel? Overview
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Quick answer
Ankit Patel is listed as Founder at Bond Mitra, a company with 1 employees, based in Surat, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Ankit Patel.
Ankit Patel previously worked as Founder at Profitence Wealth and Customer Assistant at Marks And Spencer. Ankit Patel holds Master Of Business Administration (M.B.A.), Finance from University Of Wales, Cardiff.
Company email context
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Bond Mitra
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Profile bio
About Ankit Patel
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
Current workplace
Ankit Patel's current company
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4 roles
Ankit Patel work experience
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Founder
Current
Profitence Wealth
Helping 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.
Jun 2016 - Present
Customer Assistant
Marks And Spencer
Cash management, inventory management. Handling Daily Store Operations. Customer services.Staff training.
Oct 2011 - Jun 2013
Account Payable
Touch Local
Resolve Ledger Queries. Scheduling Suppliers Payment. Reconciling Suppliers, customer and bank report. Daily Banking, sales report. Assist with Month end Procedures.
Sep 2012 - Jan 2013
6 education records
Ankit Patel education
Master Of Business Administration (M.B.A.), Finance
University Of Wales, Cardiff
Post Graduate Diploma In Management, Business Administration And Management, General
London School Of Commerce
Bachelor Of Business Administration - Bba, Finance
Chartered Financial Analyst, Financial Planning And Services
The Institute Of Chartered Financial Analyst- Usa
Bachelor Of Business Administration, Finance
B.M. College Of Bba
Investor Certificate Examination
FAQ
Frequently asked questions about Ankit Patel
Quick answers generated from the profile data available on this page.
What company does Ankit Patel work for?
Ankit Patel works for Bond Mitra.
What is Ankit Patel's role at Bond Mitra?
Ankit Patel is listed as Founder at Bond Mitra.
Where is Ankit Patel based?
Ankit Patel is based in Surat, Gujarat, India while working with Bond Mitra.
What companies has Ankit Patel worked for?
Ankit Patel has worked for Bond Mitra, Profitence Wealth, Marks And Spencer, and Touch Local.
How can I contact Ankit Patel?
You can use AeroLeads to view verified contact signals for Ankit Patel at Bond Mitra, including work email, phone, and LinkedIn data when available.
What schools did Ankit Patel attend?
Ankit Patel holds Master Of Business Administration (M.B.A.), Finance from University Of Wales, Cardiff.
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