Apurva Panchal

Sr. Manager – Financial Planning | Helping Individuals & Families make confident money decisions | SEBI Registered | MBA – Banking & Finance

Role: Senior Manager - Financial Planning & Analysis at equentis
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Apurva Panchal

As a Senior Manager of Financial Planning at Equentis, I focus on helping individuals and…

Experience

Senior Manager - Financial Planning & Analysis
equentis
Feb 2024 — Present · Mumbai, IN
Leading the Financial Planning function, catering to HNI and UHNI clients with structured and holistic financial plans. • Developing financial plans with realistic assumptions and measurable steps • Restructuring and rebalancing portfolios to maintain long-term suitability • Setting up systems and frameworks for smoother plan creation and review • Collaborating with internal teams to build calculators and tools that simplify complex decisionsMy goal is to ensure every plan moves beyond projections into actionable and sustainable outcomes.

Education

Prahladrai Dalmia Lions College of Commerce & Economics
Bachelor's in Financial Markets., Finance and Financial Management Services
FPSB US
Certified Financial Planner, Financial Planning and Services
2020 — 2021
Parul University
Master's degree, Banking and Finance

Contact information

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Current company

Razorpay

Software Development · 4K employees · Bangalore, Karnataka, India

Power your finance, grow your business. Razorpay is India’s first full-stack financial solutions company. We are on a mission to enhance the payment experience of over 300 million end consumers. And in doing so, we aim to enable Indian businesses - big and small - accept payments digitally with minimal effort and maximum ease. Razorpay has grown from being a payment gateway provider to a solutions-driven organization boasting of an extensive products suite to accept and disburse payments as well as raise capital and park money. In a nutshell, we fit into every nook and corner where your business touches money. #OutgrowOrdinary We identify ourselves as disruptors in the digital payments space and our vision is to power the financial ecosystem for other disruptors. Like attracts like and Razorpay actively looks to partner with established companies and startups that have either broken the glass ceiling in their industry or are set to. The Razorpay Product Suite today comprises verticals, along with Payment Gateway, like Payment Links, Payment Pages, Subscriptions, Smart Collect, Route, Razorpay Capital, RazorpayX, Payroll and Thirdwatch. Razorpay was started in 2014 by two IIT Roorkee alumni, Harshil Mathur and Shashank Kumar. Just a short few years later, Razorpay has evolved into a 800-odd strong organization with some of the best talents in the country helping some of the best companies manage their money movement seamlessly. Certified cool We are a bunch of spirited, ambitious and fun folks. And no, we’re not saying this ourselves--leading institutions have recognized Razorpay for the high trust and high-performance culture that we maintain. Our strength lies in the people we are and we go to great lengths to nurture a family of coders, designers, sellers, marketers, analysts, writers, runners, photographers, gamers, tinkerers, and above all, people who are dreamers and doers at the same time. Be a part of our exciting journey.

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About Apurva Panchal

Experience

Senior Manager - Financial Planning & Analysis

Education

Prahladrai Dalmia Lions College of Commerce & Economics

FPSB US

Parul University

Find verified contacts for anyone on LinkedIn