Namita Patel — Co-Founder

CA with close to 20 years of experience in financial services industry. Last employed by Bank Of America Merrill Lynch, I am actively engaged in financial planning and wealth management since 2014. I regularly appear on the Money Manager show of CNBC Bajar. Since I am independent of any major financial services firms, advice offered in investor awareness programmes is objective. I have conducted seminars on managing investment needs of HNI and women investors on behalf of BSE. I am empaneled with BSE IPF team and have conducted physical and digital sessions across corporates, colleges and institutions. A few of the investment awareness sessions have been conducted at organizations such as IFI Tech Solutions, IIM Amritsar, K C College, DMS Pumba, DY Patil Institute of Management Research. Was a speaker at ‘Azadi Ka Amrit Mahotsav’ programme organized by Department of Investment and Public Asset Management (DIPAM) which comes under Ministry of Finance. Appeared on Cafemutual for their Women's Day programme. Was a panelist for Women & Financial Independence seminar conducted by Bhavan’s Institute in March 2022.

Stackforce AI infers this person is a Fintech expert with a focus on financial education and advisory services.

Location: Mumbai, Maharashtra, India

Experience: 20 yrs 9 mos