Mansi Patel
Senior Investment Counsellor- Institutional
- Role
- Senior Investment Counsellor at Purnartha Pms
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Mansi Patel
Dynamic finance professional with 7+ years of expertise in equity research and startup advisory, specializing in both listed and unlisted investments. Proficient in investment analysis, financial modeling, and valuation techniques, including DCF, comparable company analysis, and precedent transactions. Extensive experience in conducting in-depth industry research, evaluating macroeconomic trends, and crafting data-driven investment theses for public equities and private market opportunities.Passionate about bridging the gap between financial insights and business strategy to drive informed investment decisions, optimize capital allocation, and create long-term value.
Experience
Senior Investment Counsellor
Nov 2024 — Present · Pune, IN
Education
National Institute of Securities Markets (NISM)
Investment Advisors Series X-A
National Institute of Securities Markets (NISM)
PMS XXI-A
Modern Education Society's Ness Wadia College of Commerce, Pune
Bachelor of commerce
The Institute of Chartered Accountants of India
Chartered Accountant
2012 — 2018
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.