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Pathik Panchal is listed as Finance Enthusiast | Equity Research | Statistics at Kotak Securities, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Pathik Panchal.
Pathik Panchal previously worked as Assistant Manager at Kotak Securities and Financial Advisor at Motilal Oswal Financial Services Ltd. Pathik Panchal holds Bachelor Of Science - Bsc, Statistics from Mithibai College Of Arts Chauhan Institute Of Science And A.J. College Of Commerce And Economics.
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I am an Assistant Manager at Kotak Securities, specializing in long-term and short-term equity investments. I work with clients to identify the best investment opportunities and help them make informed decisions in the financial markets.I hold a Bachelor’s degree in Statistics from Mithibai College, Mumbai, which strengthens my analytical skills. In my previous role as a Financial Advisor at Motilal Oswal, I focused on intraday trading and managed diverse client portfolios.I use technical and fundamental analysis to provide valuable insights and also handle stock lending and borrowing. I am eager to advance my career in equity research, where I can contribute to effective investment strategies and help clients succeed.
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Mumbai, Maharashtra, India
• Advise clients on investment opportunities across different time horizons.• Conduct research on specific companies, providing in-depth analysis to inform investment decisions.• Manage stock lending and borrowing processes, along with margin trading facilities.• Execute order punching and provide timely market updates.
Mumbai, Maharashtra, India
• Delivered investment advisory services, focusing on intraday trading and portfolio management.• Effective client interactions and strategic investment recommendations.• Conducted in-depth portfolio advisory to enhance client investment strategies.• Assisted clients with margin trading facilities, optimizing their investment potential.
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Pathik Panchal works for Kotak Securities.
Pathik Panchal is listed as Finance Enthusiast | Equity Research | Statistics at Kotak Securities.
Pathik Panchal is based in Mumbai, Maharashtra, India while working with Kotak Securities.
Pathik Panchal has worked for Kotak Securities and Motilal Oswal Financial Services Ltd.
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Pathik Panchal holds Bachelor Of Science - Bsc, Statistics from Mithibai College Of Arts Chauhan Institute Of Science And A.J. College Of Commerce And Economics.
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