Jayesh Aparnathi
Founder @ Wealthlife | Wealth Management Expert
- Role
- Founder & CEO at Wealthlife
- Location
- Junagadh, GJ, IN
- LinkedIn followers
- 500 followers
About Jayesh Aparnathi
As the founder and CEO of WealthLife, I leverage my 18+ years of experience in the…
Experience
Founder & CEO
Dec 2024 — Present · Junagadh, IN
With over 18 years of experience in the financial services industry, I have dedicated my career to empowering individuals and businesses to achieve their financial goals. As the founder of Excellus Fintech Private Limited, operating under the brand \"WealthLife\", I specialize in delivering personalized Financial Planning, Wealth Management, and Portfolio Management Services.What I OfferPortfolio Management: Customized strategies to optimize and grow your investment portfolio.Personal Finance Management: Holistic financial solutions tailored to individual goals and life stages.Wealth Management: Comprehensive strategies to build, grow, and protect wealth.Financial Planning: Expert guidance for comprehensive financial planning, retirement planning, and achieving life goals.At WealthLife, our mission is to simplify financial decision-making and help our clients create, grow, and secure their wealth over the long term.Achievements:Successfully transitioned from a professional career to entrepreneurship with Excellus Fintech Private Limited.Built a trusted client base through transparent, client-centric advisory services.Advocated for financial literacy, empowering clients to take control of their financial futures.Core Values:Integrity, transparency, and client-first service are the cornerstones of my professional journey.
Education
N P Arts & Commerce College Keshod
Bachelor of Commerce (B.Com.), Accounting
2001 — 2004
N R Vekariya Institute of Business Management Studies Junagadh
Master of Business Administration (M.B.A.), Finance & Marketing
2004 — 2006
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