Nishit Panchal, CWM®️

Nishit panchal, cwm®️

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location of Nishit Panchal, CWM®️Mumbai, Maharashtra, India
Phone number of Nishit Panchal, CWM®️+91 xxxx xxxxx
Followers of Nishit Panchal, CWM®️555 followers
  • Timeline

    Jan 2020 - Feb 2020

    Sales Intern

    ET Edge - An Economic Times Initiative
    Current Company
    Nov 2022 - Aug 2023

    Personal Finance Professional

    Etica Wealth (P) Ltd
  • About me

    Chartered Wealth Manager (CWM) || Bachelor in Financial Market Graduate

  • Education

    • Kes shroff college

      2018 - 2021
      Bachelor's degree financial market 7.19 cgpi

      Bachelor of Financial Markets (BFM) is a three-year undergraduate degree specialized in financial markets and covers various related fields like economics, financial risks, investments, etc. It also involves the practical fields of study like organizing, planning and managing wealth resources, tax and investments, etc.

    • Gafm global academy of finance & management ® - iso 21001 certified international board of standards

      2021 - 2023
      Chartered wealth management finance, general b

      The Chartered Wealth Manager (CWM) designation serves as a benchmark of competency in the Finance profession and is recognized as the leading credential in Wealth Management and Private Banking worldwide.CWM is a course awarded by Global Academy of Financial Management (GAFM), the CWM credential signifies the knowledge and skills required to effectively execute critical functions related to onshore and offshore Wealth Management including Wealth Enhancement, Wealth Preservation and Wealth… Show more The Chartered Wealth Manager (CWM) designation serves as a benchmark of competency in the Finance profession and is recognized as the leading credential in Wealth Management and Private Banking worldwide.CWM is a course awarded by Global Academy of Financial Management (GAFM), the CWM credential signifies the knowledge and skills required to effectively execute critical functions related to onshore and offshore Wealth Management including Wealth Enhancement, Wealth Preservation and Wealth Transfer. Show less

    • Nagindas khandwala college

      2016 - 2018
      Hsc commerce distinction
  • Experience

    • Et edge - an economic times initiative

      Jan 2020 - Feb 2020
      Sales intern
    • Etica wealth (p) ltd

      Nov 2022 - Aug 2023
      Personal finance professional
  • Licenses & Certifications

    • Operating system and application management

      Maharashtra business training board (mbtb)
      Jan 2018
    • Tax administration

      Maharashtra business training board (mbtb)
      Jan 2018
    • Certified chartered wealth manager

      Aafm® (india)
      May 2023
      View certificate certificate
    • Computerized accounting tally

      Maharashtra business training board (mbtb)
      Jan 2018