Amit Patel
Co-Founder of Shreeda Wealth
- Role
- Co-founder at Shreeda Wealth
- Location
- Mahesana, IN
- LinkedIn followers
- 500 followers
About Amit Patel
Qualified Personal Finance Professional QPFP | MBA | MFP | UFP | Speaker
Experience
Co-founder
Aug 2005 — Present · Mehsana, IN
We are an independent, full-service, investment solutions firm operating since 2005. After two decades of experience, we have a client base of more than 2,500 people and manage financial assets & investments worth more than 100 crores.We aim to understand our customer’s requirements, design & fund their goals, and manage their wealth as we would ours. With our firm, one can expect honest investment guidance without any discrepancies. We work towards building lasting relationships by offering customized and unbiased financial solutions that suit our clients’ requirements.B E F I N A N C I A L LYINDEPENDENTOur capabilities extend beyond investment management, which enables us to help our clients in all aspects of their financial lives
Education
V M Patel College of Management Studies, Mehsana
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
1998 — 2001
S K School of Business Management, Patan
Master of Business Administration (MBA), Marketing
2001 — 2003
Network FP
Qualified Personal Finance Professional (QPFP), investments solutions
Skills
- Wealth Management
- Fha
- Credit
- Usda
- Loan Origination
- Investments
- Consumer Lending
- Mortgage Lending
- Mortgage Banking
- Sales Management
- Customer Service
- Loans
- Banking
- Retail Banking
- Refinance
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