Service Offered
Financial & Legal Services,
Financial & Taxation Services,
Investment Management
Monica R Patel Financial Advisor
- San Francisco, CA
- 15 Years in Business
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15 Years
Monica R Patel
I am one of the most distinguished Financial & Taxation Services in San Francisco, CA. I specialize in Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Investment Management, Retirement Planning, Mutual Funds, LawyerMonica Patel regularly advises U.S. registered investment companies (including mutual funds and closed-end funds) and their investment advisers on regulatory and compliance issues. She has experience with registered fund filing obligations, including the organization and registration of new funds. She has particular expertise in matters related to launching and operating alternative strategy investment funds such as interval funds and tender offer funds. Ms. Patel also frequently prepares materials for fund board meetings and advises board directors/trustees of U.S.-registered investment companies on fiduciary oversight matters.
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