Nehul Bheda
Wealth Counsellor @ equentis | Ex - Executive Advisor @ Motilal Oswal Financial Services Ltd, NISM Certified Investment Advisor & Equity and Derivatives trader.
- Role
- Hni Sales Wealth Counselor at equentis
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Nehul Bheda
With my Bachelor in Management Studies from L S Raheja College, I\'ve excelled in blending financial acumen with sales expertise at Equentis. Our team has successfully secured a steady stream of new clients by offering personalized investment solutions tailored to their goals. We\'ve also built lasting relationships, ensuring a high client retention rate through attentive support and strategic portfolio management.Holding certifications in equity, derivatives, and mutual funds, I have enhanced the wealth management services provided to our high-net-worth clients. We\'ve utilized market trends and data-driven insights to empower their financial decisions, contributing to the firm\'s reputation for excellence in investment advisory. My educational background and certifications align with providing top-tier, compliant financial guidance and fostering growth within our clientele base.
Experience
Hni Sales Wealth Counselor
Sep 2024 — Present · Mumbai, IN
Education
St Anne's High School
SSC
2006 — 2017
Thadomal Shahani Centre For Management
Diploma in Photography
2019 — 2020
Smt Mithibai Motiram Kundnani College of Commerce and Economics 32nd Road Bandra Mumbai 400 050
HSC
2017 — 2019
Infinity Institute of Capital Market
Technical & Derivatives of stock market
L S Raheja College of Arts and Commerce
Bachelor of Management Studies
2019 — 2022
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