Abhishek Patel, CFA
Ahmedabad
Summary
Adaptable professional with a strong foundation in real estate, portfolio management, and entrepreneurship. Seeking to leverage cross-functional experience and CFA charter to make impactful investment decisions and drive value creation across asset classes. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and adding value to the organization.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Merlin Family Office
Ahmedabad
02.2023 - Current
- Manage and optimize portfolio allocation, and investments across Equities, PMS, PE, Real Estate and Private unlisted deals
Co-Founder
Not Rocket Science (Startup)
Ahmedabad
03.2021 - 01.2023
- Built a nutritional RTD beverage brand from scratch, managing product formulation, brand strategy, and operational systems.
Executive – Purchase Department
Sintex Plastics Technology Ltd.
Kalol
08.2018 - 04.2020
- Managed procurement and inventory, gained operations and supply chain exposure in plastics manufacturing.
Senior Executive
Sintex Industries Ltd.
Kalol
01.2015 - 12.2016
- Involved in marketing campaigns and operations enhancement for a large-scale textile plant setup.
Assistant Project Executive
Amaya Properties LLP
Ahmedabad
01.2014 - 12.2015
- Conducted financial modeling, sales, and pricing strategy for premium real estate projects.
- Worked closely with internal teams such as marketing and sales departments to ensure customer satisfaction goals are achieved.
Education
MBA - Emphasis in Finance
University of Southern California, Marshall School of Business
Los Angeles, CA, USA05-2018
Bachelor of Science - Management
University of Connecticut, School of Business
Storrs, CT, USA12-2013
Skills
- Financial analysis
- Valuation
- Portfolio management
- Bloomberg
- FactSet
- Tableau
- Oracle Crystalball
- ChatGPT
- Microsoft Excel
- Analytical and critical thinking
- Abundant Curiosity
Certification
- CFA® charterholder, CFA Institute
- Bloomberg Market Concepts (BMC) Certification, Issued by Bloomberg L.P.
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2
Affiliations
- Reading
- Wildlife Photography
- Tennis
- Cricket
Timeline
Portfolio Manager
Merlin Family Office
02.2023 - Current
Co-Founder
Not Rocket Science (Startup)
03.2021 - 01.2023
Executive – Purchase Department
Sintex Plastics Technology Ltd.
08.2018 - 04.2020
Senior Executive
Sintex Industries Ltd.
01.2015 - 12.2016
Assistant Project Executive
Amaya Properties LLP
01.2014 - 12.2015
MBA - Emphasis in Finance
University of Southern California, Marshall School of Business
Bachelor of Science - Management
University of Connecticut, School of Business
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