Sahil Patial
Assistant Manager @HDFC securities
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WORK HISTORY
Assistant Manager @HDFC securities
Shimla, IN
Build and strengthen client relationships by understanding their financial objectives and providing customized solutions.• Offer investment advisory services across equities, mutual funds, insurance, Portfolio Management Services (PMS), and other financial products.• Drive sales and cross-selling of equity and wealth products, ensuring proper asset allocation and portfolio diversification.• Keep track of market movements to provide timely insights, helping clients make well-informed investment decisions.• Conduct periodic portfolio reviews, proactively address client queries, and ensure a seamless service experience.
EDUCATION
Himachal Pradesh Technical University (HPTU)
Bachelor of Technology - BTech, Civil Engineering
Himachal Pradesh Board Of School Education
Intermediate, PCM
ABOUT SAHIL PATIAL
I specialize in building and nurturing long-term client relationships while delivering tailored financial solutions across Equities, Mutual Funds, Insurance, and Portfolio Management Services (PMS).My approach is simple: Understand each client’s unique financial goals, risk appetite, and timelines — then provide strategic, personalized advice that helps them grow and protect their wealth.I focus on combining market insights with client-centric strategies to create sustainable financial growth.Beyond work, I’m an avid traveler and adventure seeker. Exploring new cultures and landscapes keeps me adaptable, curious, and ready to embrace challenges — qualities I carry into my professional journey as well.Always open to connecting with professionals, investors, and individuals looking to grow their wealth with smart investments.
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