Shivani Patil

Manager - Investment Professional at Anand Rathi

Shivani Patil is a skilled investment professional currently serving as Manager at Anand Rathi Shares and Stock Brokers Ltd since October 2023, where responsibilities include developing tailored investment plans and goal-based strategies. Previously, Shivani held roles at Prabhudas Lilladher Private Limited as a Research Data Associate and Business Development Executive, focusing on data analysis, financial modeling, and business operations. Prior experience includes working as an Assistant Manager at Kotak Securities, where financial reporting was enhanced, and as an Equity Advisor at StockAxis, providing investment strategy advice to clients. Shivani holds an M.Com in Finance from the University of Mumbai and a B.Com in Commerce from Sathaye College.

Location

Mumbai, India

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Anand Rathi

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Established in 1994, Anand Rathi is one of India’s leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory Services and more. Awarded as the Best domestic private bank in India by Asiamoney private banking poll.


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Headquarters

Mumbai, India

Employees

1,001-5,000

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