AeroLeads people directory · profile
Samay Patel Email & Phone Number
Mutual Fund Distributor
at
NJ Mutual Fund
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Mutual Fund Distributor
Location
Vadodara, Gujarat, India
Company size
Who is Samay Patel? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Samay Patel is listed as Mutual Fund Distributor at NJ Mutual Fund, a with 165 employees, based in Vadodara, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Samay Patel.
Samay Patel previously worked as Founder at Grow Vid Samay and Mutual Fund Distributor at Hdfc Mutual Fund. Samay Patel holds Cost & Management Accounting, Accounting And Finance from Institute Of Cost Accountants Of India.
Company email context
Email format at NJ Mutual Fund
This section adds company-level context without repeating Samay Patel's masked contact details.
NJ Mutual Fund
Review company-level records connected to Samay Patel before choosing the right outreach path.
Profile bio
About Samay Patel
Embracing the dynamic finance sector, my current role as a NISM-certified Mutual Fund Distributor at NJ Mutual Fund allows me to delve into market intricacies. This experience is complemented by my ongoing studies at The Maharaja Sayajirao University of Baroda, where I'm pursuing a Bachelor of Commerce with a focus on Accounting & Auditing.At Motilal Oswal Financial Services Pvt. Ltd., I partner with clients to manage portfolios with significant assets, honing my skills in corporate accounting and cost & management audit. This hands-on practice, coupled with my educational endeavors in Cost & Management Accounting at the Institute of Cost Accountants of India, fortifies my financial acumen and client relationship management.
Current workplace
Samay Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Nj Mutual Fund
7 roles
Samay Patel work experience
A career timeline built from the work history available for this profile.
Founder
CurrentAt Grow Vid Samay, we're revolutionizing the thinking of people on how to secure their own and their family's future. Our platform provides individuals and businesses with data-driven insights, personalized financial advice, and smart automation to streamline their financial planning. With this they can build their wealth over the period of time and also can pass on the same to their next generations.We are currently working with multiple financial institutions namely - 1. Motilal Oswal Financial Services Ltd.2. NJ Mutual Fund3. HDFC Mutual FundWe also provide you with multiple products such as - 1. Stock Market2. Mutual Funds3. Insurance4. PMS5. LAS
Feb 2024 - Present
Mutual Fund Distributor
CurrentAs a NISM authorized Mutual Fund Distributor at HDFC Mutual Fund in Vadodara, Gujarat, India, I have excelled in providing personalized financial advice to clients, resulting in a significant increase in portfolio value. Through regular market research and staying informed about industry trends, I have positioned myself as a trusted advisor in the financial services sector.
May 2024 - Present
Mutual Fund Distributor
CurrentAs a NISM authorized Mutual Fund Distributor at HDFC Mutual Fund in Vadodara, Gujarat, India, I have excelled in providing personalized financial advice to clients, resulting in a significant increase in portfolio value. Through regular market research and staying informed about industry trends, I have positioned myself as a trusted advisor in the financial services sector.
Feb 2024 - Present
Sub-Broker
CurrentIn my role as a Sub-Broker at Motilal Oswal Financial Services Ltd, I have successfully managed portfolios of high net worth clients, exceeding 2Cr in portfolio. By conducting thorough market research and analysis, I have been able to make informed investment decisions that have led to consistent portfolio growth. Additionally, I have developed strong relationships with clients, addressing their financial needs and ensuring their satisfaction with the services provided.
Mar 2023 - Present
Assistant Sales Associate
Rudraa Wealthcare
In my role as an Assistant Sales Associate at Rudraa Wealthcare, I honed my customer service skills by effectively addressing client needs and providing solutions. I collaborated with team members to ensure a positive customer experience, showcasing my strong communication skills and dedication to client satisfaction.
Sep 2022 - Aug 2023
Assistant Accountant
In my role as an Accounting Assistant at Shiv Shakti Transport, I had the opportunity to gain valuable experience in managing accounts payable and receivable, preparing financial statements. This experience has equipped me with a strong foundation in financial management and accounting practices.
Oct 2020 - Aug 2023
4 education records
Samay Patel education
Cost & Management Accounting, Accounting And Finance
Bachelor Of Commerce - Bcom, Accounting, 6.5 Cgpa
Higher Secondary Education, Commerce, 91.2%
Gujarat Public School
Primary & Secondary Education, 85%
FAQ
Frequently asked questions about Samay Patel
Quick answers generated from the profile data available on this page.
What company does Samay Patel work for?
Samay Patel works for NJ Mutual Fund.
What is Samay Patel's role at NJ Mutual Fund?
Samay Patel is listed as Mutual Fund Distributor at NJ Mutual Fund.
Where is Samay Patel based?
Samay Patel is based in Vadodara, Gujarat, India while working with NJ Mutual Fund.
What companies has Samay Patel worked for?
Samay Patel has worked for Nj Mutual Fund, Grow Vid Samay, Hdfc Mutual Fund, Motilal Oswal Financial Services Ltd, and Rudraa Wealthcare.
How can I contact Samay Patel?
You can use AeroLeads to view verified contact signals for Samay Patel at NJ Mutual Fund, including work email, phone, and LinkedIn data when available.
What schools did Samay Patel attend?
Samay Patel holds Cost & Management Accounting, Accounting And Finance from Institute Of Cost Accountants Of India.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Samay Patel you were looking for.
View similar profiles
