Shantilal Patel
The Financial Maestro with Extensive Banking Industry Experience, Equities, and Fixed Income Expertise - An Essential Member of the Awesome Team! With a vast and illustrious career spanning over 35 years, Shantilal Patel is an ex-banker from State Bank of India (SBI), bringing a wealth of financial knowledge and banking industry experience to the table. But his true brilliance shines through his deep understanding of both equities and fixed income. Fearlessly exploring the dynamic world of stocks and bonds, he gained valuable insights into successful investments.
As one of the esteemed founding partners and financial wizards in the team, Shantilal generously shares his expertise in both equities and fixed income with peers and finance enthusiasts. Leveraging his vast knowledge, he has been the driving force behind countless investors' soaring success stories, empowering them to make informed decisions in diverse financial landscapes. With Shantilal Patel as an integral part of the fantastic team, they bring the best in financial guidance and investment strategies across equities and fixed income. Join them and dive into the world of financial wizardry, where they strive to make their clients' financial dreams a reality!
Pravina Patel:
The Finance Dynamo, Homemaker Turned Entrepreneur, Empowering Women with Financial Knowledge - An Essential Member of the Incredible Team! Pravina Patel is a versatile homemaker turned entrepreneur. Her financial journey began with expertly managing household expenses and running errands within a budget. Fuelled by curiosity, she delved into the intriguing world of the stock market, quickly grasping its details and embarking on her Finance industry adventure as a partner. That's how Pravina became one of the founding members of the firm.
With a special focus on empowering women, Pravina generously spreads her financial knowledge, creating awareness about the importance of investing and making informed financial decisions. She strives to equip women with the tools and confidence to take control of their financial futures. As an integral part of the incredible team, Pravina Patel brings a fresh perspective and a wealth of expertise to guide you on your financial journey. Join them and explore the world of finance, where they aim to empower you with the knowledge and tools for financial success!