CS Ankita Patel CFP® — Co-Founder
As a Wealth Consultant and Company Secretary specializing in Wealth Management, Tax Planning, and Audit, I provide comprehensive financial advisory services and tailored solutions to individuals and families. With extensive experience in the financial services industry, I have supported clients in achieving their long-term financial objectives through disciplined investment management, estate planning, and tax-efficient strategies. My expertise in audit and compliance ensures that every financial recommendation is grounded in regulatory integrity, transparency, and ethical practice. As a trusted advisor, I am committed to building enduring client relationships and guiding them toward sustainable financial security.
Stackforce AI infers this person is a Wealth Management and Financial Services expert.
Location: Mumbai, Maharashtra, India
Experience: 13 yrs 3 mos
Skills
- Wealth Management
- Financial Planning
- Tax Planning
- Compliance
Career Highlights
- Expert in Wealth Management and Tax Planning.
- Bestselling author and TEDx speaker.
- Co-founder of a successful financial advisory firm.
Work Experience
Wealtheria
Co-Founder (6 yrs 2 mos)
A D PATEL& ASSOCIATES
Company Secretary (12 yrs 8 mos)
A.D. Patel And Associates and SPDS and Associates LLP
Co-Founder (13 yrs 2 mos)
Education
master of commerce at Gujarat University
Bachelor of Laws - LLB at Gujarat University
