The Advisor
Viresh Patel • SEBI RIA: INA000021076
Why Is He Doing What He's Doing?
My journey into financial advisory
Discover the passion and purpose behind my financial advisory practice
Education
Professional qualifications & certifications
- Certified Financial Planner (CFP) - Financial Planning Standards Board India
- NISM Certifications - Investment Adviser & Research Analyst
- Bachelor's Degree - Commerce/Finance
- Continuous professional development in financial planning & investment strategies
Experience
Deep expertise across domains
- Products: Extensive knowledge of equity, debt, mutual funds, insurance, and alternative investments
- Market Cycles: Navigated multiple bull & bear markets, understanding behavioral patterns
- Client Handling: Years of guiding families & professionals through complex financial decisions across life stages
Personality & Skills
What makes me effective
Licensing & Compliance
Regulated & trustworthy
SEBI Registered Investment Adviser
Registration No: INA000021076
Type: Individual Investment Adviser
Valid from: Sep 29, 2025 - Perpetual
Compliance: Fully compliant with SEBI (Investment Advisers) Regulations, 2013
Free 30-minute discovery call