Ammar Takhatwala
Assistant to the Financial Planners
About Ammar
Ammar joined the team in September 2022, following completion of a 6-week internship with k-mint financial services where he helped with client engagement and document preparation.
At Permanent Wealth, Ammar is responsible for preparing charts and valuations for annual reviews with clients, writing up meeting notes and preparing suitability reports based on the meeting outcomes.
Qualifications
- B.Bus (Finance)
- MS (Finance)
Experience
- Starting out on his career in financial services
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