PRIYESH SAMPAT

PRIYESH SAMPAT

PORTFOLIO MANAGEMENT SERVICES

Followers of PRIYESH SAMPAT509 followers
location of PRIYESH SAMPATMumbai, Maharashtra, India

Connect with PRIYESH SAMPAT to Send Message

Connect

Connect with PRIYESH SAMPAT to Send Message

Connect
  • 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