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Associate Principal Engineer

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Experienced in conducting research and developing proactive investment strategies. Well-versed in market conditions and client preferences. Proficient in assessing risks, completing valuations and managing exposures with a flexible and thorough approach.

 Experienced financial services professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues. 

Proactive mutual fund distributor with a strong background in financial analysis and regulatory compliance. Known for delivering insightful market research and fostering client relationships to enhance investment planning and decision-making.

Dynamic professional with a strong background in customer service and financial advisory at Wealthy. Proven ability to enhance client satisfaction through strategic advice and effective lead management. Proficient in Python and data analysis with Numpy and Pandas, driving successful data driven insights and data decision strategies.

Bhavesh Patel

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Mutual fund Distributor

Stock Operator

Sub Broker

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Bachelor of Commerce -

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Stock Operator

Sub Broker

Mutual fund Distributor

Bachelor of Commerce -

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