Soham Patil
Student at Anil Surendra Modi School of Commerce (NMIMS) | Financial Advisor |
- Role
- Financial Advisor at Dnv Portfolios
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Soham Patil
As a financial advisor with over a year of experience, I specialize in mutual funds and…
Experience
Financial Advisor
Aug 2023 — Present · Mumbai, IN
Launched my entrepreneurial journey with DNV Portfolios, a firm dedicated to delivering expert financial advisory services. As an AMFI-registered financial advisor, I assist clients in making well-informed investment decisions tailored to their financial goals. Specializing in mutual fund investment solutions, I offer strategic portfolio diversification, asset allocation, and personalized financial planning to help clients build long-term wealth while mitigating risks. My approach focuses on balancing returns with stability, ensuring that investments align with individual risk appetites and market conditions. Currently having AUM worth INR 5cr, entrusted by a growing clientele who rely on my expertise to optimize their investments. I remain committed to delivering value-driven financial strategies, and adapting investment portfolios to achieve sustainable growth.
Education
TCS ION
Credit Risk
2022 — 2022
Anil Surendra Modi School Of Commerce (ASMSOC)
Bachelor of Business Administration - BBA
TCS ION
Accounting Fundamentals
2022 — 2022
Fravashi International Academy
12th
2021
Delhi Public School - India
10th
2019
Corporate Finance Institute® (CFI)
Banking Products and Services
2022 — 2022
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