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Ronak Ambani

Ronak Ambani

Followers of Ronak Ambani400 followers
location of Ronak AmbaniMumbai, Maharashtra, Indien

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  • Timeline

  • About me

    Strategist at Leapup Edutech | Strategies | Wealth Management | Investment Advisor

  • Education

    • ACCA

      -
      F1-F10

    • Mithibai College

      2015 - 2018
      Bachelor of Commerce Business/Commerce, General

    • The Institute of Chartered Accountants of India

      -
      Completed Articleship

    • Mithibai College

      2013 - 2015
      High school

  • Experience

    • B. Maheshwari & Co.

      Sept 2017 - Feb 2022

      • Senior Associate

        Sept 2020 - Feb 2022

      • Articled Assistant

        Sept 2017 - Sept 2020

    • Self-employed

      Jul 2020 - now
      Wealth Management Advisor

    • PhillipCapital India

      Aug 2023 - May 2024
      Deputy Manager

      Responsible for pitching investment ideas to HNI clients. Recommending suitable portfolio management service after understanding investor needs.

    • LeapUp Edutech

      Aug 2024 - now
      Strategist

  • Licenses & Certifications

    • NISM

      National Institute of Securities Markets (NISM)
      Mar 2024