Aanshul Patel
Private Banker at Kotak Neo
- Role
- Private Banker at Nuvama Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Aanshul Patel
Dynamic and accomplished Private Wealth Manager with a demonstrated history of success in sourcing HNI/UHNI clients, Institutional Investors, and Family Offices for diverse wealth product offerings. Proven expertise in client coverage, relationship management, and deal positioning, coupled with a profound understanding of investment analysis and private markets. Adept at analyzing investment strategies to align with client objectives and effective in managing stakeholders throughout the opportunity lifecycle. Well-equipped to leverage strong communication skills and financial acumen to drive results.
Experience
Private Banker
Jul 2025 — Present · Mumbai, IN
Education
Welingkar Institute of Management
PGDM (E-business), MBA
2021 — 2023
St. aloysius College, Jabalpur
Bachelor of Commerce - BCom, Tax Law/Taxation
2017 — 2020
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