Nitin Patel — Business Development Manager
I am a SEBI-registered Mutual Fund Distributor passionate about helping professionals and NRIs achieve their financial goals. With experience in SIP, Lumpsum, and goal-based investment planning, I guide my clients to build wealth systematically and securely. I focus on creating customized financial strategies that align with each client’s risk profile, time horizon, and objectives. My mission is to make wealth creation simple, transparent, and effective, helping clients plan for retirement, education, major purchases, or any life goal. Specialties: Mutual Fund Distribution (SIP & Lumpsum) Goal-Based Financial Planning NRI Portfolio Advisory Wealth Creation & Tax Efficiency Risk Management & Diversified Investment Solutions
Stackforce AI infers this person is a Financial Services and Engineering Professional with expertise in wealth management and maintenance engineering.
Location: Gandhinagar, Gujarat, India
Experience: 14 yrs 4 mos
Skills
- Mutual Fund Distribution
- Goal-based Financial Planning
- Project Management
- Team Management
Career Highlights
- Expert in goal-based financial planning for NRIs.
- Proven track record in wealth creation strategies.
- Strong background in maintenance management and engineering.
Work Experience
Let's Build Wealth
SEBI-Registered Mutual Fund Distributor | Financial Freedom Partner (1 yr 7 mos)
Adani Wind
Assistant Maintenance Manager (2 yrs 5 mos)
Suzlon Energy Limited, Pune
Sr.Maintenance Engineer (6 yrs 1 mo)
Citizen ind ltd
Electrical Maintenance Engineer (4 yrs 5 mos)
Mid India power and steel
Trainee Maintenance Engineer (1 yr 5 mos)
Education
Bachelor of Engineering (B.E.) at Govt.Engg College Bhuj
Bachelor of Engineering - BE at Kutch University
Bachelor of Engineering - BE at GOVERNMENT ENGINEERING COLLEGE, BHUJ 015
Bachelor's degree at GOVERNMENT ENGINEERING COLLEGE, BHUJ 015
