Our Team
Gautam Patel
With over 19 years of experience in the financial industry, I am a dedicated Financial Advisor at Umiya Finvest, specializing in mutual fund market analysis. My passion for helping clients achieve their financial goals has resulted in the satisfaction of over 450 clients, all of whom have benefited from our exceptional services.
I am proud to have been recognized with more than 50 awards for outstanding performance, reflecting my commitment to excellence in financial advisory. At Umiya Finvest, we prioritize client satisfaction, ensuring that each individual receives personalized guidance tailored to their unique needs.
I believe in building lasting relationships with my clients, helping them navigate the complexities of the financial world with confidence. My mission is to empower individuals to make informed investment decisions and achieve financial success.
Harsh Sananse
As a dedicated business partner at Umiya Finvest, I bring a diverse skill set that spans Marketing Management, Stock Analysis, and IT Support, all focused on delivering top-tier financial services. My primary mission is to guide clients in achieving their financial goals, whether through portfolio management services (PMS), stock analysis insights, or customized investment strategies. With a commitment to market insights and precision, I strive to empower our clients with secure and rewarding financial solutions, ensuring growth and stability for the future.
Bhoomi Prajapati
As a Business Partner at Umiya Finvest, I specialize in Back Office Support, ensuring seamless operations that drive our commitment to exceptional client service. My role focuses on maintaining efficient workflows and upholding the standards that allow our clients to achieve their financial goals. Dedicated to supporting the team and clients alike, I aim to create a smooth and trusted experience at every level of our services.