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Payal Nirish Dhruv

Kotak Mahindra, Inc.

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About Payal Nirish Dhruv

Payal Nirish Dhruv is a financial professional with over 11 years of experience in the industry. Payal is currently registered with Kotak Mahindra, Inc. and holds the Series 7, Series 24, Series 27, and Series 99TO licenses. Payal has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise.

Firm Information

Payal Dhruv is currently registered with Kotak Mahindra, Inc.. Kotak Mahindra, Inc. is a corporation formed on June 23, 1998 and is registered in 34 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Payal Dhruv’s Registration & Firm History

NY

04/13/2011 - Present

Kotak Mahindra, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/13/2022

Series 24 - General Securities Principal Examination

BC

Issued 04/11/2011

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Payal Nirish Dhruv.
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