Prashant Patel

Prashant Patel currently serves as the National Head of Distribution and Head of HNI Broking for Maharashtra and Goa at Bajaj Financial Securities Limited since February 2023. Prior to this role, Prashant was the Head of Sales at Upside AI, where the focus was on utilizing machine learning for improved investment decisions from December 2021 to February 2023. Prashant also held the position of National Head-Channel Sales and Vice President at Purnartha SEBI Registered Equity Investment Advisor from December 2017 to December 2021. Prior experience includes serving as Deputy Vice President at Kotak Securities, overseeing Gujarat, Madhya Pradesh, and Rajasthan, and holding various positions at companies such as Prabhudas Lilladher, India Infoline Ltd, and Dawnay Day AV. Prashant Patel earned an MBA in Finance from Devi Ahilya Vishwavidyalaya between 2000 and 2002.