BHAVESH PATEL

Private Asset Manager

AREAS OF EXPERTISE

Financial Coaching

🟡🟡🟡🟡

Investment Mentoring

🟡🟡🟡🟡

Technical Analysis

🟡🟡🟡🟡

Trading

Financial Coaching

Investment Mentoring

Technical Analysis

Trading

CAREER TIMELINE

Career Credentials

1st Class BSc Mathematical Sciences

15 years of Investment Banking Experience

CIMA Fellowship Holder

Retired at 39 with a £6m portfolio

HOW CAN I HELP YOU?

Free portfolio review and financial coaching masterclass

Buy my day trading course

Live day trading bootcamp

Buy my indicators

Free portfolio review and financial coaching masterclass

Buy my day trading course

Live day trading bootcamp

Buy my indicators

NON-CAREER ACHIEVEMENTS

Kilimanjaro summit hike

Mt Blanc summit hike

Yacht race from Rio de Janeiro to Cape Town – 1st Place finish

WHAT DO I DO?

In addition with the below management of my own personal assets I also

MY PORTFOLIO INVESTMENT STATS

Risk

Property
Low
Stock LT Portfolio
Low
Trading Portfolio
Medium
Start-Ups
High

MY STOCK MARKET RETURNS

Up to

37%  

 per annum

Stocks LT Portfolio  

Up to

46%  

 per annum

Trading Portfolio 

Up to

20%  

 per annum

Start-ups