Personal Info
Minal Patel is an accomplished Wealth Manager at HP Fincorp, bringing a unique blend of technical and financial expertise to her role. She holds a Diploma in Computer Engineering from K.D. Polytechnic, Patan, affiliated with Gujarat University. For the past 5 years, Minal has been a dedicated professional at Motilal Oswal Financial Services Limited, working as an equity advisor and wealth manager.
Minal specializes in wealth management and fundamental analysis, providing comprehensive financial planning and investment strategies tailored to the needs of her clients. In 2019-20, Minal completed a significant project on the finance industry.
Degree :
B.E , M.B.A
Certificates :
NISM Equity Derivatives Certified, SEBI investor certification examination Certified
Professional Skills
Minal’s commitment to excellence and her ability to provide personalized wealth management services make her a valuable asset to HP Fincorp.
Award and Honours
Her dedication to helping clients achieve their financial goals through strategic planning and informed decision-making underscores her effectiveness as a wealth manager