Mr. Herzel brings over 35 years of experience in financial markets, having been active since 1990 and witnessed multiple bull and bear cycles. This deep exposure to volatile market conditions enables him to remain calm and take timely corrective action when needed. He holds a Master’s degree in Financial Management from the Narsee Monjee Institute of Management Studies (NMIMS) and has had a distinguished career with leading financial institutions. At Motilal Oswal Financial Services, he spent a decade rising from Branch Manager to Senior Vice President, reporting directly to the CEO. He later spent nearly five years with ICICI Bank, where his last role as Senior Relationship Manager involved managing investments for Ultra HNI and corporate clients.
Practice at a glance
30
Years of Experience
300
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Business & SME Owners, HNI Families, Doctors, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-109217
APMI Registered PMS Distributor
APRN- 03236
Education
Formal Education
Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
PMS
Gift City
Complimentary Services
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