Rahul Patel

Co-Founder

Ahmedabad, Gujarat, India13 yrs 4 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 20 years of wealth management experience
Founder of successful investment advisory firm
Managed ₹950+ crore in Assets Under Advisory

Stackforce AI infers this person is a Wealth Management expert with a strong focus on financial advisory services.

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Skills

Core Skills

AccountingFinancial AdvisoryWealth Management

Other Skills

Accounting & BookkeepingBAS/IAS PreparationPayrollTax Compliance & PlanningMutual FundsSIPInsuranceDebt ManagementTax PlanningManagementOrganizational LeadershipTask ManagementPortfolio ManagementCost AccountingCommunication

About

Hey there! Thanks for stopping by! I am Rahul. With over 20 years experience in the wealth management industry, I’ve had the opportunity to work closely with individuals and businesses to help them build and grow their wealth with my proven investment strategies. My journey started with ICICI and HDFC Bank, while working there I gained invaluable experience in financial advisory, and I realized how much I loved helping people secure their financial futures. In 2012, I took a leap and founded Aalps Investment Advisory with the goal of offering personalized financial advisory services to NRIs, corporates, high-net-worth individuals (HNIs), and retail clients. Over the years, our company achieved significant milestones, consistently delivering value-driven solutions. In 2021, we transitioned to Aalps Wealth India Pvt. Ltd., managing an impressive ₹950+ crore in Assets Under Advisory (AUA). Today, Aalps Wealth India Pvt. Ltd. is committed to providing tailored wealth management solutions that drive growth and security for our clients. Here’s what we specialize in: - SIP - Insurance - Tax Planning - Mutual Funds - Debt Investment - Risk Management - Portfolio Management If you’re a CEO/CXO struggling to multiply your wealth, we’re here to help. Feel free to visit our website in the featured section to learn how we can partner to achieve your financial goals. Thanks! All the best!

Experience

Aalps global

Founder

Dec 2024 – Present · 1 yr 4 mos · Australia

At Aalps Global, we believe the success of CPA firms and accountants lies in more than just accurate numbers. It's about precision, compliance, trust and the ability to scale without compromising on quality.
That's why we partner with Australian CPA firms and accountants to deliver tailored offshore staffing solutions that feel like an extension of your own team.
From day-to-day accounting support to complex compliance tasks, we bring the expertise, security and flexibility your firm needs to thrive.
Our Services
Accounting & Bookkeeping
BAS/IAS Preparation
Payroll
SMSF
Tax Compliance & Planning
Our Promise
At Aalps Global, we don't see clients as transactions. We see them as partners. When you grow, we grow and that philosophy drives everything we do.
Let's build smarter, more efficient operations together.

Accounting & BookkeepingBAS/IAS PreparationPayrollTax Compliance & PlanningAccountingFinancial Advisory

Aalps wealth india pvt ltd

Founder Director

Dec 2012 – Present · 13 yrs 4 mos · Ahmedabad, Gujarat, India · On-site

We at Aalps Wealth India, help individuals, corporates, NRI and businesses build and grow their wealth with our proven investment strategies.
We specialise in - Mutual Funds, SIP, Insurance, Debt Management, Tax Planning and many more.

Mutual FundsSIPInsuranceDebt ManagementTax PlanningWealth Management+1