Sumit Patel

Sumit Patel Email and Phone Number

Research Analyst & Investment Advisor @
Sumit Patel's Location
Northampton, England, United Kingdom, United Kingdom
About Sumit Patel

Sumit Patel is a Research Analyst & Investment Advisor at Aster Capital Advisor. He possess expertise in business strategy, portfolio management, business planning, strategic financial planning, investment banking and 13 more skills.

Sumit Patel's Current Company Details
Aster Capital Advisor

Aster Capital Advisor

Research Analyst & Investment Advisor
Sumit Patel Work Experience Details
  • Aster Capital Advisor
    Founder
    Aster Capital Advisor Jul 2011 - Present
    India
    As an Independent Financial Research Analyst & Investment Advisor evaluate market data, study market trends. • Evaluate investment opportunities for clients• Recommend investment ideas to clients• Manage clients’ investment portfolios (PMS)• Prepare detail report on investment recommendation. • Audit with relevant authorities (Stock exchanges and SEBI)• Help clients in Tax planning• Help clients in Insurance planning• Help clients in Financial planning using various investment options
  • Noon Products
    Cart. Assistant
    Noon Products Sep 2009 - Feb 2011
    London, United Kingdom
    • Supervising Production Line• Assisting production manager in day to day activities related to labor management, production line management.• Cost counting of daily production• Counting of finished products Stocks• Make a daily stock sheets and submit it to relevant authorities• Finish product dispatch management
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  • Reliance Capital
    Territory Manager
    Reliance Capital Jun 2007 - Jul 2009
    Ahmedabad Area, India
    • Recruitment, development and supervision of sales manager.• Appoint channel development associates.• Train channel development associates to get license from relevant authority• Help channel development associate to create a team of Insurance advisors• Train Insurance advisors to get license from relevant authority• To give Insurance products, Insurance planning and sale training to Insurance advisors Supervise and instruct to Channel development associates and Insurance advisors to comply with rules of company and relevant authorities
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Sumit Patel Skills

Business Strategy Portfolio Management Business Planning Strategic Financial Planning Investment Banking Business Development Market Research Risk Management Business Analysis Mis Microsoft Excel Team Management Finance Corporate Finance Financial Analysis Analysis Asset Managment Budgets

Sumit Patel Education Details

Frequently Asked Questions about Sumit Patel

What company does Sumit Patel work for?

Sumit Patel works for Aster Capital Advisor

What is Sumit Patel's role at the current company?

Sumit Patel's current role is Research Analyst & Investment Advisor.

What schools did Sumit Patel attend?

Sumit Patel attended Sikkim Manipal University Of Health, Medical And Technological Sciences, Sardar Patel University.

What skills is Sumit Patel known for?

Sumit Patel has skills like Business Strategy, Portfolio Management, Business Planning, Strategic Financial Planning, Investment Banking, Business Development, Market Research, Risk Management, Business Analysis, Mis, Microsoft Excel, Team Management.

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