Amit Kotecha Email & Phone Number
Founding Partner - Neo Wealth Partners @ Neo Wealth Partners
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Amit Kotecha Location
- Goa, India
Amit Kotecha Work
- 2024 -now Founding Partner - Neo Wealth Partners @
- 2017 -2024 Senior Partner @
- 2008 -2017 Vice President - Private Wealth Advisory @
- 2006 -2008 Relationship Manager @
- 2002 -2004 Regional Coordinator @ Medsave Healthcare Ltd
Amit Kotecha Education
- Sadhana Centre for Management & Leadership Development (SCMLD)
PGDM (MBA) (Marketing and Finance)
2004-2006 - S. S. Dempo College of Commerce & Economics, Goa University
B. Com (Accounts, Auditing and Taxation)
1999-2002 - People's Higher Secondary School
HSSC (Commerce)
1997-1999 - Mushtifund High School
SSC (SSC)
1996-1997
Amit Kotecha Skills
- Wealth Management
- Mutual Funds
- Private Banking
- Banking
- Portfolio Management
- Relationship Management
- Equities
- Investments
- Investment Banking
- Investment Advisory
- Wealth Management Services
- Retail Banking
- Wealth
- Financial Risk
- Asset Allocation
- Capital Markets
- Financial Advisory
- Customer Service
- Sales
Amit Kotecha Summary
- Amit Kotecha, based in Goa, India, is currently a Founding Partner - Neo Wealth Partners at Neo Wealth Partners. Amit Kotecha brings experience from previous roles at 360 ONE Wealth, ASK Wealth Advisors, Kotak Mahindra Bank and Medsave Healthcare Ltd. Amit Kotecha holds a 2004 - 2006 PGDM (MBA) in Marketing and Finance @ Sadhana Centre for Management & Leadership Development (SCMLD). With a robust skill set that includes Wealth Management, Mutual Funds, Private Banking, Banking, Portfolio Management and more. Amit Kotecha has 2 emails and 1 mobile phone numbers on RocketReach.
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