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Palak Goyal — Senior Manager · IIFL Capital Services Limited · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
A Chartered Accountant and CFA working as part of family office team at IIFL Capital. Key responsibilities include managing portfolios for HNIs and Ultra HNIs along with investment recommendations across public and private markets. Previously worked with Deloitte in their financial due diligence practice in Industrial sector. Also, worked as an article assistant with Deloitte Haskins and Sells LLP in the Audit practice serving clients mainly in stock broking, pharmaceutical and manufacturing sector.
Experience
Senior ManagerCurrent
Dec 2025 – Present
Investment Advisory - Managing portfolios of HNIs and Ultra HNIs
Deputy Manager
Deloitte · India
Jun 2023 – Dec 2025
Education
Skills
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