Kalpak Shirode
Cluster Head PMS- Pune at PhillipCapital India- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Pune, Maharashtra, India, IN
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Experience
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PhillipCapital India
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India
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Financial Services
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100 - 200 Employee
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Cluster Head PMS- Pune
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Jan 2023 - Present
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Purnartha Investment Advisers Pvt. Ltd.
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India
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Financial Services
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200 - 300 Employee
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Senior Wealth Manager
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May 2021 - Jan 2023
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Edelweiss Financial Services Limited
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India
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Financial Services
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700 & Above Employee
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Senior Wealth Advisor
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Aug 2017 - May 2021
Wealth Management, Financial Planning, Portfolio management, Stock trading. Wealth Management, Financial Planning, Portfolio management, Stock trading.
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Financial Analyst
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Oct 2015 - Aug 2017
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Education
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2007 - 2011
University of Pune
Bachelor of Engineering (B.E.), Mechanical Engineering
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