BHAVIK PATEL | DP TradeKING

About

Bhavik Patel is a stock broker and personal finance professional with over 16 years of industry experience. He specializes in the field of compliance alongwith portfolio management, investment strategies, retirement planning and insurance, offering tailored advice to help clients achieve their financial goals. Currently pursuing a PhD in Economics, Bhavik combines advanced academic insights with practical expertise, delivering reliable and strategic financial guidance.

Practice at a glance

16

Years of Experience

2500

Families Served

₹500

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with BHAVIK PATEL.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check