Bhavik Shah — Co-Founder

I am Bhavik and I have been associated with Financial Services Industry since last 20 Years. Currently I am providing my services as a Freelance Speaker and Training Consultant to Financial Services Firms, Corporates and Education Institutions on the Topics of Financial Planning, Investment Planning, Retirement Planning, Tax Planning, Security Analysis, Hedging with Derivative to name a Few. In my Earlier assignments I was associated with IIFL Securities ltd as AVP L&D Pan India, Prior to that I was associated with Reliance Securities as Sr Equity Advisor and Angel Broking as Equity Advisor. I have Behavioral Finance and Investment Decision Certification from IIMA & NISM Investment Advisor Level 1 & Level 2 Certification. Currently I am empanelled as Consultant Trainer & Speaker with 1) IIFL securities Ltd, 2) Skillspire.in, 3) ICICI Prudential AMC Ltd, 4) Kotak Mutual Fund, 5) Ganpat University 6) S.K Patel Institute of Management and Computer Studies, Gandhinagar 7) NISM Empanelled CPE trainer for NISM VA MF Distribution Module 8) NISM Empanelled CPE trainer for NISM VIII Equity Derivatives Module

Stackforce AI infers this person is a Financial Services expert with a focus on training and consulting.

Location: Ahmedabad, Gujarat, India

Experience: 19 yrs 11 mos