Testimonials
i have a stock portfolio which i have amassed over last 15 years. i dont have the time to analyse or Buy and Sell from time to time. Ankit helped me Revise the same. Also i am upgrading myself to a Small Case portfolio which will give me better professional management.
I have a sizebale amount of Direct Equity stocks and wanted Professional Advise on the management of the portfolio. Ankit offered very good advise on how i can grow it buy curtailing few stocks and have given advise on which stocks to add
Services
Video meeting . 30 mins
5
Discussion on Clients Equity Portfolio
Discussion
Video meeting . 30 mins
5
Wealth Creation with Equities
Grow wealth with custom equity plans tailored to your goals.
Video meeting . 30 mins
General Discussion
Discussion
About me
Hi! I'm a CFA (US) with a Master’s in Applied Economics from the University of California, bringing over 15 years of expertise in treasury, cash management, and equity investments. For individuals, I design personalized strategies to grow wealth through savvy equity investments. For businesses, I optimize cash flow and treasury management to fuel growth and stability. Let’s create a tailored plan to achieve your personal or company financial goals. Connect with me today to kickstart your journey!