DHAVAL VASAVADA

Seasoned professional with a MBA in Finance and Marketing from International Institute of Planning & Management (IIPM)- Ahmedabad. Securities Market and Wealth Management professional with over 15 years+ of significant experience in the financial services industry. Domain knowledge in Securities Market and Wealth Management products- Direct Equities, Forex, Bullion, Derivatives, Global Investment, Mutual Funds, PMS, AIF, Investment Advisory, Unlisted, Life Insurance, Health and General Insurance, Fixed Income, Structure Products, etc. Long and enriching work experience with Brands like Motilal Oswal Financial Services Limited, Kotak Securities Limited, Religare Securities Limited, ICICI Securities Limited. Specialities in Financial Advisory, Financial Planning, Goal Planning, Retirement Planning, Asset Allocation, Wealth Management, Investment and Business Strategy.