Rikshit Pandya

Rikshit Pandya Email and Phone Number

Certified Financial Goal Planner | Personal Finance Expert | CRGP @ WealthX Capital
Rikshit Pandya's Location
Ahmedabad, Gujarat, India, India
About Rikshit Pandya

Experienced Financial Professional with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Customer Relationship Management (CRM), Market Research, Management, Financial Accounting, and NBFC. Strong finance professional with a Master of Business Administration (M.B.A.) focused in Finance, from Narayana Business School.

Rikshit Pandya's Current Company Details
WealthX Capital

Wealthx Capital

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Certified Financial Goal Planner | Personal Finance Expert | CRGP
Rikshit Pandya Work Experience Details
  • Wealthx Capital
    Certified Financial Goal Planner (Cfgp)
    Wealthx Capital Apr 2023 - Present
    Ahmedabad, Gujarat, India
    WealthX Capital is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing… Show more WealthX Capital is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing financial portfolio to the company.Maintain relationship with the existing clients and serving them for their continued financial needs and keep them updated with their current status & solve their queries.Manage sales team, groom teammates and help them to excel their capabilities while achieving your personal as well as team target.website: http://www.wealthxcapital.comEmail: rikshit@wealthxcapital.com Show less
  • Wealthx Capital
    Chief Operating Officer
    Wealthx Capital Sep 2022 - Apr 2023
    Ahmedabad, Gujarat, India
    WealthX Capital is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing… Show more WealthX Capital is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing financial portfolio to the company.Maintain relationship with the existing clients and serving them for their continued financial needs and keep them updated with their current status & solve their queries.Manage sales team, groom teammates and help them to excel their capabilities while achieving your personal as well as team target.website: http://www.wealthxcapital.comEmail: rikshit@wealthxcapital.com Show less
  • Allegiance Financial Services
    Financial Services Professional
    Allegiance Financial Services Sep 2018 - Sep 2022
    Ahmedabad Area, India
    Allegiance Financial Services is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their… Show more Allegiance Financial Services is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing financial portfolio to the company.Maintain relationship with the existing clients and serving them for their continued financial needs and keep them updated with their current status & solve their queries.Manage sales team, groom teammates and help them to excel their capabilities while achieving your personal as well as team target.website: http://www.allegiancemm.comEmail: rikshit@allegiancemm.com Show less
  • Allegiance Money Managers Private Limited
    Business Development Manager
    Allegiance Money Managers Private Limited Apr 2018 - Sep 2018
    Ahmedabad Area, India
    Allegiance Financial Services is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their… Show more Allegiance Financial Services is a company working extensively in the domain of financial planning and individual wealth management. We do not only give a leather jacketed or hard bound financial plan of 100-150 pages but we hold our client’s hand through out the journey to live that dream. We also have great presence in services like Family Office for HNIs and Ultra HNIs.Solicit new business for the company by adding new clients by serving to their requirements as well as mapping their existing financial portfolio to the company.Maintain relationship with the existing clients and serving them for their continued financial needs and keep them updated with their current status & solve their queries.Manage sales team, groom teammates and help them to excel their capabilities while achieving your personal as well as team target.website: http://www.allegiancemm.com Show less
  • Prolific Research
    Project Lead
    Prolific Research Mar 2017 - Mar 2018
    Ahmedabad Area, India
    Prolific Research is a specialist research firm founded in 2011 with over a decade of experience working with International clients on their research requirements with a focus on Simplified Research Management; We are engaged in activities covering scripting, hosting, data collection (Quality & Quantitative) Primary Research & Secondary Research. We conduct Research across all global markets which spans across more than 70 countries worldwide. Prolific Research is only focus is to… Show more Prolific Research is a specialist research firm founded in 2011 with over a decade of experience working with International clients on their research requirements with a focus on Simplified Research Management; We are engaged in activities covering scripting, hosting, data collection (Quality & Quantitative) Primary Research & Secondary Research. We conduct Research across all global markets which spans across more than 70 countries worldwide. Prolific Research is only focus is to simplify research and give power to our clients of centralized simplified management. We consciously work with clients with a particular profile where we can add value and compliment their business. * Managing Team as per the Project requirements. * Project handling.* Relationship building.* Maintaining relations with clients and Respondents.* Work closely with other Departments for efficient performance.* Primary and Secondary research using CATI.* Online Research. * Research on Price movement and price variation trend.Website: http://www.prolificresearch.comEmail to contact : research@prolificresearch.com Show less
  • Prolific Research
    Senior Research Analyst
    Prolific Research Jun 2014 - Feb 2017
    Ahmedabad Area, India
    Prolific Research is a specialist research firm founded in 2011 with over a decade of experience working with International clients on their research requirements with a focus on Simplified Research Management; We are engaged in activities covering scripting, hosting, data collection (Quality & Quantitative) Primary Research & Secondary Research. We conduct Research across all global markets which spans across more than 70 countries worldwide. Prolific Research is only focus is to… Show more Prolific Research is a specialist research firm founded in 2011 with over a decade of experience working with International clients on their research requirements with a focus on Simplified Research Management; We are engaged in activities covering scripting, hosting, data collection (Quality & Quantitative) Primary Research & Secondary Research. We conduct Research across all global markets which spans across more than 70 countries worldwide. Prolific Research is only focus is to simplify research and give power to our clients of centralized simplified management. We consciously work with clients with a particular profile where we can add value and compliment their business. * Communicate with the international IT people like CIO, CTO, VP IT, IT Directors.* Partially Project handling.* Relationship building.* Maintaining relations with clients.* Work closely with other departments for efficient performance.* Primary and secondary research using CATI.* Online research. * Research on Price movement and price variation trend.Website: http://www.prolificresearch.comEmail to contact : research@prolificresearch.com Show less
  • Bajaj Finserv
    Project Management Intern
    Bajaj Finserv Apr 2013 - Jun 2013
    Ahmedabad Area, India
    Bajaj Finserv is the financial arm of the Bajaj group. We believe in a simple philosophy to never settle for good and go for great. This reflects in our extensive product portfolio that spans across 3 broad categories- lending, insurance and wealth advisory.* Instant Loan Process.* Promoting new offers* Helping B2B as well as B2C with suitable offers which benefits them.* Documents verification.* Introduce new product (EMI Cards) to the customers* Insurance and… Show more Bajaj Finserv is the financial arm of the Bajaj group. We believe in a simple philosophy to never settle for good and go for great. This reflects in our extensive product portfolio that spans across 3 broad categories- lending, insurance and wealth advisory.* Instant Loan Process.* Promoting new offers* Helping B2B as well as B2C with suitable offers which benefits them.* Documents verification.* Introduce new product (EMI Cards) to the customers* Insurance and Extended warranty http://www.bajajfinserv.in Show less

Rikshit Pandya Skills

Financial Analysis Management Finance Microsoft Excel Analytics Corporate Finance Data Analysis Portfolio Management Nbfc Financial Accounting Team Management Microsoft Office Business Development Market Research Crm Business Strategy Customer Relationship Management Online Research Financial Services Public Relations

Rikshit Pandya Education Details

Frequently Asked Questions about Rikshit Pandya

What company does Rikshit Pandya work for?

Rikshit Pandya works for Wealthx Capital

What is Rikshit Pandya's role at the current company?

Rikshit Pandya's current role is Certified Financial Goal Planner | Personal Finance Expert | CRGP.

What schools did Rikshit Pandya attend?

Rikshit Pandya attended Narayana Business School.

What are some of Rikshit Pandya's interests?

Rikshit Pandya has interest in Photo Editing Ect, Social Services, Children, Politics, Education, Poverty Alleviation, Painting, Human Rights, Health.

What skills is Rikshit Pandya known for?

Rikshit Pandya has skills like Financial Analysis, Management, Finance, Microsoft Excel, Analytics, Corporate Finance, Data Analysis, Portfolio Management, Nbfc, Financial Accounting, Team Management, Microsoft Office.

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