Himanshu Patle
Portfolio Specialist at Incred Wealth | CA, CFA L3 Cleared, Financial planning, Wealth Management
- Role
- Portfolio Specialist at InCred Wealth
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Himanshu Patle
InCred Wealth empowers high-net-worth clients with tailored wealth management solutions…
Experience
Portfolio Specialist
Mar 2025 — Present · Bengaluru, IN
I build, review, and monitor my client\'s investment portfolios across all market conditions and cycles—ensuring resilience and alignment with their financial goals.I support clients in making informed financial decisions using robust financial models and data-driven insights.My work is focused on enabling clients to achieve their long-term wealth objectives through tailored strategies and ongoing portfolio optimization.
Education
National Institute of Securities Markets (NISM)
Research analyst
2022 — 2022
CFA Institute
Level 1
2023 — 2024
Indira Gandhi National Open University
Bachelor of Commerce - BCom
National Institute of Securities Markets (NISM)
PMS - Distributor
2025 — 2025
National Institute of Securities Markets (NISM)
Mutual fund Distributor
2024 — 2024
Institute of Chartered Accountants of India
Chartered Accountant
2016 — 2021
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