Apurva Panchal
Sr. Wealth Advisor at Fintoo- Claim this Profile
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English Professional working proficiency
Topline Score
Bio
Credentials
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upGrad - Priceless Learning Programs from upGrad
upGradFeb, 2023- Nov, 2024 -
Investment Planning Module
FPSB Ltd. - IndiaOct, 2020- Nov, 2024 -
Mutual Fund Distributor
National Institute of Securities Markets (NISM)Sep, 2019- Nov, 2024
Experience
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Fintoo
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India
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Financial Services
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100 - 200 Employee
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Sr. Wealth Advisor
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Apr 2023 - Present
My KRA includes the following: • Creating a roadmap to achieve financial goals and advice based on the same. • Review and track the progress of planning done in the areas of Tax, Insurance, Risks, and Retirement. • Create a balanced asset allocation in order to safeguard portfolios during turbulence. • Assess the risks involved at the client's individual level as well as at the market level to sustain steady. • Guide clients on their portfolio progress and the steps to be taken. In turn, educate them on financial well-being. • After understanding all these aspects, recommend & advise required products & services with open arms and with no limitations. Show less
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upGrad Abroad
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India
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E-Learning Providers
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200 - 300 Employee
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Admissions Counselor
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Feb 2023 - Mar 2023
• Demonstrate expertise in shortlisting partner universities according to the student profile and ensure documentation along with visa processing guidelines. • To have knowledge of the documentation needed to apply for a student visa as well as filling out visa application forms for popular destinations. • Coordinate & maintain close relationships with internal counseling & editorial teams to understand student requirements. • Take ownership of the accuracy of work and maintain quick a turnaround time • Maintain weekly/monthly reports and process-related matrices showing progress on student conversions/target achievement • Understand the student's profile and guide him in applying in the right University/program • Application on the University portal • Follow up on fee payments to Universities Show less
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International Money Matters Pvt Ltd
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India
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Financial Services
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1 - 100 Employee
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Senior Executive - Financial Planning
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Aug 2021 - Feb 2022
• Analyze clients’ financial statuses (e.g. income, expenses and liabilities)• Examine and suggest financial opportunities (e.g. insurance plans, investments)• Develop sound plans and budgets for clients• Customize financial plans according to clients’ changing needs• Help clients implement their plans and carry out transactions• Present and sell suitable financial products and services• Maintain updated knowledge of regulations, practices and financial products
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Executive - Portfolio Accountant
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Feb 2021 - Jul 2021
• Supporting Advisors: There are many needs, and queries of the client which need to be fulfilled. Not only talking OR having a relationship with the client saves the client but sharing proper knowledge, making them understand our suggestions & logic and delivering constant service to them.• Portfolio Reviews: As planning is important, reviewing the portfolio is also really important. Major/minor actions to be taken once reviewed.• Proper Use of Research: One of the important parts of advice is proper research. Understanding proper parameters & advising what's right for the client is crucially important which makes a portfolio accountant accountable. Show less
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Transcend Capital (I) Private Limited
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India
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Financial Services
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1 - 100 Employee
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Financial Services Consultant
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Jan 2019 - Jan 2021
• About overall work: - Provide financial planning support to clients. - Cultivate client relationships and provide support. - Offer the best suitable unbiased products as per the needs and requirements. - Regular client meetings showing a comparison of previous records. - Conduct awareness camps about the importance of financial planning and present it. - Respond to prospective customer queries about financial planning/ investment planning/ tax planning/ insurance planning/ retirement planning. - Have subject matter expertise about the markets and financial trends. - Maintain awareness of the latest legislative changes that may affect financial planning. • About Business: - Turned 8 out of 9 prospects for Financial educational program worth Rs. 30,000 each (Best Record at Transcend) - Managed more than 50 clients. - Total AUM managed ~50 crore. - Cross border selling ~ 5 crore. Show less
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eBIZ.com Pvt Ltd
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E-Learning Providers
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700 & Above Employee
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Counselor
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Dec 2015 - Jan 2019
Leadership & Management • Managing team - Making sure that the team is motivated and driven by their own goals. • Team efforts - As known that nothing can be done without team efforts, we used to diversify our work as per our capabilities and achieve it. • Problem Solving - The first thing that we did is identify the problems and then finding out a solution for the team as a team. Leadership & Management • Managing team - Making sure that the team is motivated and driven by their own goals. • Team efforts - As known that nothing can be done without team efforts, we used to diversify our work as per our capabilities and achieve it. • Problem Solving - The first thing that we did is identify the problems and then finding out a solution for the team as a team.
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Education
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2022 - 2024
Parul University
Master's degree, Banking and Finance -
2020 - 2021
FPSB US
Certified Financial Planner, Financial Planning and Services -
2016 - 2018
University of Mumbai
Bachelor's in Financial Markets., Finance and Financial Management Services -
2021 - 2022
University of Mumbai
Master's degree, Business/Commerce, General
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