Harshit Patel

Founder at Invest Wissen | Independent Partner at 1 Finance | Helping individuals and families build wealth with clarity, compliance, and confidence. | AMFI Registered Mutual Fund Distributor. | Insurance Strategist.

Role
Partner - Qualified Financial Advisor at 1 Finance
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Harshit Patel

Harshit Patel is a Certified Financial Planner & is in line with study of Financial…

Experience

  1. Partner - Qualified Financial Advisor

    1 Finance

    Jun 2023 — Present · Mumbai, IN

    As an Independent Qualified Financial Advisor at 1 Finance, I am dedicated to prioritising the best interests of the clients and enhancing their financial wellness.1 Finance, an arm of the Marwadi Chandarana Group, is reimagining the space of personal finance advisory, by offering hyper-personalised and unbiased advice, empowering customers to attain a state of financial well-being.

Education

  • K J Somaiya College of Science & Commerce Vidyanagar Vidyavihar Mumbai 400 077

    HSC

  • Shivajirao S Jondhale College of Engineering Vishnu Nagar Dombivli (West) Dist Thane

    Bachelor of Engineering (2 years)

    2002 — 2004

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.

Harshit Patel — Partner - Qualified Financial Advisor at 1 Finance in Mumbai, MH, IN | Unifers