Padamalochan Patra, an accomplished finance professional with over a decade of experience, holds dual qualifications in MBA and LLB. He has worked with renowned institutions such as HDFC AMC, Axis Bank, and IndusInd Bank, developing a robust expertise in mutual funds, portfolio performance analysis, and risk management.
With a keen ability to identify and mitigate behavioral biases in investment decisions, he has consistently delivered value through strategic financial insights and dynamic portfolio management. Mr. Padamalochan Patra oversees a diverse portfolio, managing over 200 clients across states, including treasury investments for numerous institutional investors.
In addition, he provides specialized services in GST and Income Tax return filing, along with strategic consultancy on tax-related matters. Renowned for his motivational leadership, he combines financial expertise with a personalized approach, fostering long-term client relationships and driving business growth.
At Kredence Capital, we envisioned a comprehensive financial planning solution—a single expert capable of managing our finances and providing a real-time snapshot of our financial status whenever needed.
Our goal was to develop a clear, user-friendly financial statement tailored to our specific needs. In essence, we aimed to create a streamlined, transparent, and value-added interaction point for financial management.
Our mission is to empower investors by providing research-driven insights and cost-effective financial solutions, utilizing advanced technology to simplify and confidently navigate the complexities of capital markets.
Our vision is to be a leading authority in mutual fund research and distribution, driving financial growth and security for our clients through innovative, top-tier financial products and a steadfast commitment to their success.
We have tied up with WebClass.co.in, a Kolkata-based online training and research institution in the field of Capital Markets. It is going to be a valuable aide to our family of investors and partners in getting interpretations and analyses about Capital Markets and Indian Economy. Visit Them At www.webclass.co.in