Leadership

Kishan Patil

Kishan Patil is a Chartered Wealth Manager & Founder at NiveshManager.com. He is an expert in the field of Wealth Management, Financial Planning, Insurance, Investments, Loans, and Real Estate. He holds extensive knowledge of the insurance, banking, and financial services sectors globally.

Before starting his entrepreneurial journey with NiveshManager.com, he worked in logistics, warehousing, information management, insurance, and financial services sectors. He started his career as Business Development Manager with logistics organization and promoted at multiple positions up to Regional Sales Manager and thereafter moved in insurance & financial services sectors as a consultant.

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Kishan’s educational qualifications and certifications in insurance and financial services sectors are as follows.

  • Post Graduate Diploma in Management from Mahatma Gandhi University
  • MBA in marketing from Southern New Hampshire University, USA
  • CWM Charter Holder from AAFM USA
  • CFA Level 1 Passed and pursuing CFA Level 2 from CFA Institute, USA
  • IRDA Life Insurance, Health Insurance and General Insurance
  • AMFI Mutual Fund Distributor
  • NISM Portfolio Management Services
  • NISM Research Analyst
  • NISM Equity Derivatives
  • NISM Investment Advisor

Priya Patil

Priya Patil is a Chief Operating Officer at NiveshManager.com. She has over 5 years of experience in Life Insurance, Health Insurance, General Insurance and financial services sectors. She has been doing integral role in the day-to-day operations of the company with her expertise in branding, marketing, and operations management.

Priya’s educational qualifications and certifications in insurance, financial services and marketing are as follows.

  • Graduate in BMM from Mumbai University
  • MBA in finance from D Y Patil University
  • IRDA Life Insurance, Health Insurance and General Insurance
  • CRM
  • Digital Marketing
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