Sawan Kumar Patel

In private wealth management with a focus on helping investors build disciplined, long-term portfolios across multiple asset classes. My approach to investing is centered around asset allocation, diversification and long-term compounding, along with attempting to predict and capture short-term market movements. Over the years, I have worked across banking, financial services and investment advisory roles, which has given me exposure to how investors behave during different market cycles and how portfolios evolve over time. In my current role at FundsIndia, I work closely with clients to design and manage portfolios across:• Mutual Funds • Portfolio Management Services (PMS) • Alternative Investment Funds (AIF) • Public equities • Fixed income strategies My focus is on building well-diversified portfolios that align with an investor’s time horizon, risk appetite and long-term financial goals. I am particularly interested in studying market cycles, investor behaviour and the principles of long-term wealth creation. Education: 🎓 Indian Institute of Management Kozhikode 🎓 National Institute of Technology Warangal Always happy to connect with people interested in financial markets, investing and long-term wealth creation