Dhaval Barot Email & Phone Number
Managing Partner @ The Wealth Company
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Dhaval Barot Location
- Gujarat, India
Dhaval Barot Work
- 2025 -now Managing Partner @
- 2024 -2025 Chief Business Officer @
- 2022 -2024 Vice President @ 360 ONE Asset
- 2020 -2022 VP and Regional Manager @ Motilal Oswal Asset Management Co Ltd
- 2014 -2020 Regional Manager @
- 2010 -2013 Regional Head - Gujarat @
- 2006 -2010 Sr. Relationship Manager @
Dhaval Barot Education
- Gujarat University
MBA (Financial Management)
2001-2003
Dhaval Barot Skills
- Financial Advisory
- Banking
- Branch Banking
- Fixed Income
- Corporate Finance
- Insurance
- Sales
- Channel Partners
- Portfolio Management
- Cross Selling
- Capital Markets
- Business Development
- Business Analysis
- Investments
- Relationship Management
- Competitive Analysis
- Team Management
- Finance
- Investment Advisory
- Strategy
- Financial Services
- Asset Managment
- Equities
- Sales Management
- Mutual Funds
- Wealth Management
- Business Planning
- Strategic Financial Planning
- Risk Management
- Asset Management
- New Business Development
- Bancassurance
- Financial Analysis
- Private Equity
- Business Strategy
- Management
- Strategic Financial
- Private Banking
- Retail Banking
- MIS
- CRM
- Financial Markets
Dhaval Barot Summary
- Dhaval Barot, based in Gujarat, India, is currently a Managing Partner at The Wealth Company. Dhaval Barot brings experience from previous roles at StepTrade Share Services, 360 ONE Asset, Motilal Oswal Asset Management Co Ltd and SBI MUTUAL FUND. Dhaval Barot holds a 2001 - 2003 MBA in Financial Management @ Gujarat University. With a robust skill set that includes Financial Advisory, Banking, Branch Banking, Fixed Income, Corporate Finance and more. Dhaval Barot has 2 emails and 7 mobile phone numbers on RocketReach.
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