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Rahul Patel

Rahul Patel

Account Executive

Followers of Rahul Patel795 followers
location of Rahul PatelMumbai, Maharashtra, India

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  • Timeline

  • About me

    Associate - PMS Operations and Compliance

  • Education

    • Chetanas Hazarimal Somani College of Commerce and Smt.Kusumtai Chaudhari College of Arts Near Government Servants Colony Bandra Mumbai 400 051

      -

  • Experience

    • Professional Esolutions India Pvt Ltd

      Jun 2017 - Jul 2018
      Account Executive

    • Aneel Lasod And Associates

      Mar 2019 - Jan 2022
      Audit Executive

      Worked as a Concurrent Auditor at Motilal Oswal Financial Services Limited. Led an Annual Audit Report project for the FY. 2019-20.

    • ASK Investment Managers Limited

      Jan 2022 - Apr 2022
      Senior Executive

    • Quivira Wealth Advisors Private Limited

      Feb 2023 - Apr 2023
      Associate - AIF Operations

      Handling AIF Operations and assisting the Head of Compliance in Compliance related activities.

    • Fortuna Investment Advisors LLP

      Apr 2023 - now
      Associate - PMS Operations and Compliance

  • Licenses & Certifications

    • NISM Series III A : Securities Intermediaries Compliance

      National Institute of Securities Markets (NISM)
      Jun 2023