Our Team
Dhwani Patel is in financial markets for over a decade. Her initial stint was as an executive in Broking Industry and she took capital markets as her full-time passion. She has been a full-time trader in the past and an entrepreneur during her entire career hence risk management was the key element she learned.
Dhwani is an active visiting faculty for Finance at various universities and colleges.
Dhwani holds an MBA – Finance and is a CMT Level 3 Candidate, which is a Gold Standard Charter in the field of Technical Analysis.
She is a SEBI Registered Research Analyst (INH200008608) and Founder of Finversify which is focused on providing technical and quantitative research solutions to traders and investors. Finversify is a strong team of capital market professionals having CFA, and CMT.
Finversify is a SEBI Registered (INH 200008608) Research Analyst Firm based in Hyderabad
We aim at creating a diversified portfolio that delivers sustainable income and long term value creation for our customers. We are founded by well- established professionals who have over decades of experience in various fields of Capital Markets. The founding members hold the gold-standard charters in Qualitative and Quantitative Analysis such as CFA and CMT.
In today’s world, we are all overwhelmed by information. It is hard to make sense out of it and arrive at a sensible decision when it comes to investing. We offer the advantage of Diversification and a Rule-based investment approach to our customers. Diversification along with systematic rules can withstand different phases of markets such as booms, bubbles, bursts, wars and stagnation.
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“Rule – based, Systematic and Disciplined approach is the way forward”
