Worked with IIFL Capital as Sr. Relationship Manager and managing 150 Clients with 80 Cr AUM.
I started Work as an MFD since 2023 and provide Wealth Management services to my client.
About Work Experience
Worked with IIFL Capital as Sr. Relationship Manager and managing 150 Clients with 80 Cr AUM then started my firm in 2023 with 10 client and 3 Cr AUM but now managing 350+ client with 60Cr AUM.
Experience & Qualification
Qualification
B.Com
Experience as an Advisor
10 Years
Total work Experience
19 Years
Services and Advisory Offered
Mutual Fund
Share Trading & Demat
Commodties Trading
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Fixed Deposits
Affiliations
Not Specified
Awards & Recognition
Excellent Performance in Wealth Management products, 2025
Address
Nikunj
C-701, Elite Ornate, Nr. Shiddharth Icon,,
B/h Godrej Garden City,
Tragad,
Ahmedabad,
Gujarat, 382470
LICENSE
Mutual Fund -
ARN No.
280814 - Validity -
30-09-2027