Dhaval Barot Email & Phone Number
Managing Partner @ The Wealth Company
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Dhaval Barot Location
- Gujarat, India
Dhaval Barot Work
- Managing Partner @ (February 2025 - Present)
- Chief Business Officer @ (May 2024 - January 2025)
- Vice President @ 360 ONE Asset (November 2022 - May 2024)
- VP and Regional Manager @ Motilal Oswal Asset Management Co Ltd (February 2020 - November 2022)
- Regional Manager @ (June 2014 - February 2020)
- Regional Head - Gujarat @ (March 2010 - March 2013)
- Sr. Relationship Manager @ (November 2006 - March 2010)
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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