Rikshit Pandya
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Rikshit Pandya Email & Phone Number

Certified Financial Goal Planner | Personal Finance Expert | CRGP at WealthX Capital
Location: Ahmedabad, Gujarat, India 7 work roles 1 school
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Role
Certified Financial Goal Planner | Personal Finance Expert | CRGP
Location
Ahmedabad, Gujarat, India

Who is Rikshit Pandya? Overview

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Rikshit Pandya is listed as Certified Financial Goal Planner | Personal Finance Expert | CRGP at WealthX Capital, based in Ahmedabad, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Rikshit Pandya.

Rikshit Pandya previously worked as Certified Financial Goal Planner (CFGP) at Wealthx Capital and Chief Operating Officer at Wealthx Capital. Rikshit Pandya holds Master Of Business Administration (M.B.A.), Finance, General from Narayana Business School.

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Email format at WealthX Capital

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WealthX Capital

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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.

Listed skills include Financial Analysis, Management, Finance, Microsoft Excel, and 16 others.

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Rikshit Pandya's current company

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WealthX Capital
Wealthx Capital
Certified Financial Goal Planner | Personal Finance Expert | CRGP
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7 roles

Rikshit Pandya work experience

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Certified Financial Goal Planner (Cfgp)

Current

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

Apr 2023 - Present

Chief Operating Officer

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

Sep 2022 - Apr 2023

Financial Services Professional

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

Sep 2018 - Sep 2022

Business Development Manager

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

Apr 2018 - Sep 2018

Project Lead

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

Mar 2017 - Mar 2018

Senior Research Analyst

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

Jun 2014 - Feb 2017

Project Management Intern

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

Apr 2013 - Jun 2013
1 education record

Rikshit Pandya education

FAQ

Frequently asked questions about Rikshit Pandya

Quick answers generated from the profile data available on this page.

What company does Rikshit Pandya work for?

Rikshit Pandya works for WealthX Capital.

What is Rikshit Pandya's role at WealthX Capital?

Rikshit Pandya is listed as Certified Financial Goal Planner | Personal Finance Expert | CRGP at WealthX Capital.

Where is Rikshit Pandya based?

Rikshit Pandya is based in Ahmedabad, Gujarat, India while working with WealthX Capital.

What companies has Rikshit Pandya worked for?

Rikshit Pandya has worked for Wealthx Capital, Allegiance Financial Services, Allegiance Money Managers Private Limited, Prolific Research, and Bajaj Finserv.

How can I contact Rikshit Pandya?

You can use AeroLeads to view verified contact signals for Rikshit Pandya at WealthX Capital, including work email, phone, and LinkedIn data when available.

What schools did Rikshit Pandya attend?

Rikshit Pandya holds Master Of Business Administration (M.B.A.), Finance, General from Narayana Business School.

What skills is Rikshit Pandya known for?

Rikshit Pandya is listed with skills including Financial Analysis, Management, Finance, Microsoft Excel, Analytics, Corporate Finance, Data Analysis, and Portfolio Management.

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