Bhavik Dholakia — Co-Founder
Family Office Advisor. Wealth Manager. Wealth Transfer and Succession Planning. Investment Banker. Venture/Angel Equity Funding. Venture/Angel Debt Funding.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and investment strategies.
Location: Ahmedabad, Gujarat, India
Experience: 10 yrs 2 mos
Skills
- Wealth Management Services
- Financial Planning
Career Highlights
- Expert in wealth management and succession planning.
- Proven track record in venture funding and investment banking.
- Founder of a firm focused on financial freedom for clients.
Work Experience
Workroom Automation
Investor (3 mos)
Neverinstall
Investor (5 mos)
Consuma
Investor (7 mos)
Food Square India
Investor (1 yr 10 mos)
Swatantra Wealth
Founder (4 yrs 1 mo)
Conscience Multi Family Office
Consulting Partner (1 yr 4 mos)
Purple Style Labs (PSL)
Investor (5 yrs 2 mos)
NRS Advisors
Investment Banking Analyst (1 yr 8 mos)
Vipul Kothari & Co., Chartered Accountants
Article Assistant (3 yrs)
Education
Post Graduation Certification in Investment Banking at Indian Institute of Management, Indore
at The Institute of Chartered Accountants of India
Post graduation diploma in business administration at Symbiosis Centre for Distance Learning
Bachelor of Commerce - BCom at Gujarat University
