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PRIYESH SAMPAT

PRIYESH SAMPAT

PORTFOLIO MANAGEMENT SERVICES

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location of PRIYESH SAMPATMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Investments
    Strategic financial planning
    Portfolio management
    Finance
    Management
    Asset allocation
    Training
    Legacy and estate planning

  • About me

    Self Employed Engineer-Manager

  • Education

    • Mithibai College

      1991 - 1992

  • Experience

    • SAMPAT INVESTMENTS

      Aug 1985 - Dec 2008
      PORTFOLIO MANAGEMENT SERVICES

      chief of operations and relationship manager for distribution of various investment products and services.

    • PS FISCAL PLANNERS

      Aug 2009 - Aug 2022
      Head. Strategic Solutions & C.R.M.

      LOCAL CHAPTER CHAIR,MUMBAI @ INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS(USA)

    • Sampat Investments

      Aug 2015 - now
      Chief Learning Officer

  • Licenses & Certifications

    • Professional Trader Course - Technical Analysis

      Online Trading Academy
      Oct 2010

    • NISM-Series-X-A: Investment Adviser (Level 1) Certification

      NATIONAL INSTITUTE OF SECURITIES MARKETS
      Sept 2013

    • CERTIFIED PERSONAL FINANCIAL ADVISOR

      NATIONAL INSTITUTE OF SECURITIES MARKETS - An Educational Initiative by SEBI.
      Mar 2013

    • Registered Financial Consultant

      International Association of Registered Financial Consultants
      Jan 2007