Ankit Patel
Profitence Wealth•Surat,GJ
411 SNS BUSINESS PARK, OPP J H AMBANI SCHOOL UNIVERSITY ROAD VESU,
Surat, GJ, 395007
411 SNS BUSINESS PARK, OPP J H AMBANI SCHOOL UNIVERSITY ROAD VESU, Surat, GJ, 395007
Practice at a glance
10
Years of Experience
300
Families Served
₹50
Crores Managed
Practice Details
Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-110548
NSE/BSE Authorized Person (AP)
AP0104460154395
SIF Distributor (AMFI)
ARN-110548
Education
Formal Education
BBA – Bachelor of Business Administration, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination
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
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Ankit Patel.
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Risk Profile Assessment