Heet Patel

About Heet Patel

Hi, I am Heet Patel. I have always been fascinated by how financial markets move, how businesses operate, make financial decisions, and how capital drives growth and innovation. This curiosity has shaped my academic and professional journey and motivates me to continuously build knowledge and experience in the field of finance. I am currently pursuing my Bachelor’s degree in Financial Markets, where I am developing a strong foundation in financial systems, investment concepts, and market dynamics. Early in my journey after 12th boards, I had cleared NISM Series – Equity Derivatives Certification conducted by SEBI, which strengthened my understanding of derivatives, trading mechanisms, and the functioning of modern financial markets. Alongside my studies, I work as an Article Assistant at JD Shah Associates, gaining hands-on exposure across multiple domains including accounting, statutory audit, internal audit, taxation, TDS, and GST compliance. This experience has helped me understand the practical aspects of financial reporting, regulatory frameworks, and the operational side of finance. Earlier, I worked with Kubera Broking Pvt. Ltd, a franchise of Motilal Oswal Financial Services Ltd, as a Sales Relationship Manager. In this role, I handled client queries, generated leads, and successfully assisted in onboarding 40+ new clients with an average ticket size of This experience gave me first-hand exposure to brokerage operations and helped me understand the real-world mechanics of financial markets beyond just charts. Looking ahead, I aspire to build a career in Investment Banking, contributing to complex financial deals, strategic advisory, and capital market transactions while helping businesses create long-term value.🤝 I am always open to connecting with professionals, mentors, and peers who share an interest in financial markets, and investment banking. If you enjoy discussing markets, finance, or ideas around the evolving financial world, feel free to connect.

Experience

1. Article Assistant

   JD Shah Associates

   Mar 2025 — Present · Mumbai, IN

   Key responsibilities handled:Gaining practical exposure in Statutory Audits, Tax Audits, GST, and TDS compliance.Assisting in the preparation of audit working papers, documentation, and financial reconciliations.

Education

• Cosmopolitan High School

  SSC

• KES Shroff College of Arts & Commerce

  Bachelor of Financial Markets (BFM), Finance

• KES Shroff College of Arts & Commerce

  HSC