Purvi Manish Dalal


Designation:Head Administration
Business Details :
STRATEGIES Prime Wealth Advisors is a Financial Advisory company established in 2002 with 2000+ clients & +78 crores to +100 crores of financial assets under advise. We give consultations for Mutual funds, Real Estates, SIP, Portfolio Mgt Services (PMS), Fixed Income, through proper Financial Planning, So as to yield best possible returns for our clients.
I look after overall administration for STRATEGIES Prime Wealth Advisors. Have over 18+ years of experience in Financial Markets with a strong grip over Equity. Ensuring efficient working of back office operations.
Passionately organizes Seminars and Client’s Meets especially for working women and aspiring women entrepreneurs to make them aware of available Investment Options and spread financial awareness n help them to be financial independent.

Achievement:
Awarded by NJ India Wealth for outstanding Performance in SIP investments n many more, since 2003.

Extra Curriculum:
A) Member of Rotrary Surat Riverside.
B) Active Member of Social Networking site named “Ovenderful Mom Baker”
C) Writing is my passion and I write for my personal Facebook Page “Purvi’s Cook Zone”.
D) Baking n Cooking with healthy alternatives and writing articles on them is what makes me happy.
I can definitely add some value to WICCI as per my experience, expertise and knowledge of my field. Always there to offer a helping hand to help women grow!

Purvi Manish Dalal
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