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
About Harshit Patel
Harshit Patel is a Certified Financial Planner & is in line with study of Financial…
Experience
Partner - Qualified Financial Advisor
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
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