Namita Patel

Namita Patel

Namita Patel is a Chartered Accountant with close to 18 years of experience in financial services industry. Last employed by Bank of America Merrill Lynch, she has been actively engaged in financial consulting and portfolio evaluation since 2014. Having worked with ICICI Lombard in her early days Namita is also a certified NII (National Insurance Institute) professional. She has conducted seminars for BSE on managing investment needs of HNI and women investors. She has appeared on Cafemutual for their Women’s Day programme to discuss needs of women investors. She was a panelist for Women & Financial Independence seminar conducted by Bhavan’s Institute. She regularly writes articles related to personal finance, insurance and mutual funds. She also publishes a monthly newsletter to update clients on new offerings, regulatory changes, interest rates and other macroeconomic factors. Namita is fluent in English, Hindi, Marathi and Gujarati