Kalpesh Patil
Member of GDG Cloud Mumbai | ACM and ISTE Student Chapter | Financial advisory board of SBI | TATA Mutual Fund! PRAGATI | Internal Engagement Officer @ACM-SVKM |
- Role
- Financial Advisor at Sbi Mutual Fund
- Location
- Dhule Rural, MH, IN
- LinkedIn followers
- 500 followers
About Kalpesh Patil
As a kid, I was fascinated by scientists, rockets, and the idea of building something…
Experience
Financial Advisor
Jul 2024 — Present · Dhule, IN
Provided financial advice and guidance to clients, ensuring their financial goals were met.• Conducted in-depth financial analysis to recommend suitable investment options.• Developed personalized financial plans to help clients achieve financial stability and growth.
Education
SVKM's Institute of Technology, Dhule
Bachelor of Engineering - BE, Computer Engineering
National Institute of Securities Markets (NISM)
Mutual Fund Distributors Certification Examination, Finance and Financial Management Services
North Point School
Middle School
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