Himanshu Patle
Portfolio Specialist @InCred Wealth
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WORK HISTORY
Portfolio Specialist @InCred Wealth
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
CFA Institute
Level 1
Indira Gandhi National Open University
Bachelor of Commerce - BCom
National Institute of Securities Markets (NISM)
PMS - Distributor
National Institute of Securities Markets (NISM)
Mutual fund Distributor
Institute of Chartered Accountants of India
Chartered Accountant
ABOUT HIMANSHU PATLE
InCred Wealth empowers high-net-worth clients with tailored wealth management solutions…
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