Ritesh Panchal

• Founded and built a performance-driven portfolio management company focused on equities, derivatives, and digital assets.
• Designed personalized investment portfolios tailored to client risk profiles, financial goals, and market outlooks.
• Developed multi-asset allocation strategies using technical analysis, macroeconomic research, and quantitative modeling.
• Achieved consistent client returns through disciplined portfolio rebalancing, risk management, and market timing.
• Led research and advisory services, offering actionable investment insights backed by in-depth market data.
• Advised HNIs and retail investors on long-term wealth creation, capital preservation, and tax-efficient investments.
• Built and trained a team of analysts, traders, and support staff to deliver high-quality financial solutions.
• Oversaw regulatory compliance, KYC processes, and SEBI/industry reporting standards.
• Drove digital growth via online channels, educational webinars, and content marketing to build investor trust and brand presence.
• Maintained strong client relationships through transparency, performance tracking, and regular reporting.

Built and led a digital marketing agency offering social media management, paid ads, branding, and lead generation services. Developed and executed result-driven campaigns across platforms like Meta, Google, and LinkedIn. Managed a creative team, optimized ROI for diverse clients, and positioned brands effectively in competitive markets.

• Personal brand building?
• finance marketing specialization?

• Handling dealing and sales team to generate the revenue and ensure the given targets by the company.
• Advising clients related to investments in equities by fundamental research, mutual funds, IPOs.
• Portfolio management.
• Ensure the target of account opening also.
• To provide service to the existing Clients and enhancing their overall relationship with company While Team handling.
• Understands client risk profile and maximizes the risk vs. reward balance for individual client by Optimizing product mix.
• Provide regular updates to the immediate superior as when required.
• Meeting with Potential Clients as well as with Prospective Clients.
• Responsible for building new relationship and increasing depth in existing With High net worth client.

• Handling client portfolio and trade execution.
• Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
• Educated clients on available technological tools that would enable them to find solutions to achieve their financial goals.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.

• To give limits to the Equity Cash & Future Options clients as per the Margin and monitoring of client's position.
• Advising clients related to investments in equities by fundamental research, mutual funds, IPOs, Portfolio management.
• Handling dealing team to generate the revenue and ensure the given targets by the company.

• Company Overview: Tax consultant.& C.A.
• Performing all the accounting related work, (1 year experience as a post of an accountant in the firm of J.T.Gandhi & Co.
• Tax consultant.& C.A.