NIKHIL Pathak

Business Development Manager

Vasai, Maharashtra, India1 yr 11 mos experience

Key Highlights

Expert in wealth management and financial planning.
Strong client relationship management skills.
Proficient in data-driven financial solutions.

Stackforce AI infers this person is a finance professional specializing in wealth management and investment advisory.

Contact

Skills

Core Skills

Financial PlanningWealth Management ServicesInvestment AdvisoryClient Relationship Management

Other Skills

Problem SolvingCommunicationFinancial AccountingFinancial AdvisoryBusiness AnalysisFinancial AnalysisE-CommerceCommerceSocial Media MarketingLead GenerationDigital MarketingSocial Media Optimization (SMO)Search Engine Optimization (SEO)Off-Page SEO

About

I am a dedicated finance professional with hands-on experience in wealth management, financial advisory, investment planning, and client servicing. I have worked with leading financial institutions including ASP Finserv, Equentis, and Motilal Oswal, where I supported clients in making informed financial decisions and achieving their long-term financial goals. My expertise includes financial planning, portfolio advisory, Microsoft Excel, GST Tally, accounting, and creating data-driven reports. I enjoy understanding client needs, building strong relationships, and delivering strategic financial solutions that support wealth growth and financial security. With a strong foundation in both finance and operations, I bring discipline, accuracy, and a client-focused approach to every role. I am committed to continuous learning and contributing effectively to the financial services industry.

Experience

1 yr 11 mos

Total Experience

11 mos

Average Tenure

Current Experience

Asp finserv

Wealth Manager

Nov 2025 – Mar 2026 · 4 mos · Mumbai · On-site

1)At ASP Finserv, we simplify finance so you can focus on success.
2) Your wealth deserves professional care—just like your health.
3)Clarity. Commitment. Consistency. That’s our financial planning formula.
4) We grow when our clients grow—your success is our strategy.
5)Numbers tell a story. We help you write the story you want.
6)Financial planning is not about money. It’s about building the life you dream of.
7)Your goals are unique—your investment plan should be too.
8)We don’t predict markets. We prepare you for every market.
9)We convert your income into wealth, and your wealth into freedom.
10)The best time to invest was yesterday. The second best is today.
11)High-net-worth goals deserve high-quality financial planning.
12)We look at risk before returns—because smart investors never gamble.
13)Your portfolio should feel like a seatbelt, not a rollercoaster.”
14)Compounding doesn’t work fast. It works forever.
“Smart Finance. Secure Future.”

Financial PlanningWealth Management Services

Motilal oswal financial services ltd

Franchise Advisory

Apr 2024 – Nov 2025 · 1 yr 7 mos · Mumbai · Remote

Role: Dealer / Relationship Manager
Executed equity and derivatives trades for clients, ensuring timely and accurate order placement.
Assisted clients with trading strategies in Equity, Futures, and Options based on market conditions.
Provided investment advisory services for long-term and mid-term goals, including SIP planning.
Guided clients on equity holdings, portfolio structuring, and risk management.
Advised on a wide range of investment products such as Insurance, PMS, Mutual Funds, and Equity Investments.
Maintained strong client relationships by understanding financial goals and delivering customized investment solutions.

Problem SolvingCommunicationInvestment AdvisoryClient Relationship Management