| Management: | |
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Mr. Manish Dalal |
| Mr. Manish Dalal is the Chief Advisor and Founder Director for STRATEGIES Prime Wealth. He has over 19+ years of rich experience in the financial services industry and a strong grip over Mutual Funds. An MBA by education, he is known for his deep understanding of the Advisory practices and its challenges. | |
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Mr. Dhanvin Khatri |
| Mr. Dhanvin Khatri, a Commerce Graduate handles the Real Estate division for STRATEGIES Prime Wealth. Having worked in the industry for more then 17 years, his experience is extensive and his mission is give our clients best possible service whether they are buying or selling any property. | |
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Mrs. Purvi Dalal |
| Mrs. Purvi Dalal, An MBA (Fin) by education takes care of overall administration for STRATEGIES Prime Wealth. She has over 19+ years of experience in Financial Markets with a strong grip over Equity. She ensures efficient working of back office operations and also organizes Seminars and Client's Meets. She also handles Organic food distribution "Re:fresh" , a NJ Wellness Brand. | |
| Sales Team: | |
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Mr. Manoj Kanojiya |
| Mr Manoj Kanojiya is the Relationship Manager, having an experience over 16+ years in the financial services industry. He is responsible for investment advisory and Client's portfolio management. | |
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Mr. Kalpesh Patel |
| Mr Kalpesh Patel is the Relationship Manager, having an experience over 7+ years in the financial services industry. He is responsible for investment advisory and portfolio management. | |
| Customer Relationship Officer: | |
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Mr. Mangesh Pawar |
| With a vast experience of over 16+ years in the financial services industry. Mr. Mangesh takes care of all the back office operations, paper-work and handling client's queries and their requirements. | |
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Ms. Annu Tikarye |
| Ms. Annu also takes care of all the Clients queries, back Office operations and Tele-calling. | |
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MR. Mrunal Upadhyay |
| Specializes in Accounting, Mr Mrunal has a vast experience of 35 years in his field | |
