Prashant Sisodiya
\"Chartered Accountant | Quantitative Portfolio Management Expert | Investment Consultant | SME IPO Advisor\"
- Role
- Chartered Accountant at Delta Money Management
- Location
- Udaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Prashant Sisodiya
Simplifying Investments, Growing Wealth, and Supporting Business Success\"I am a Chartered Accountant with over 6 years of experience specializing in quantitative portfolio management, derivatives trading, and investment consulting. At Delta Money Management, I empower clients—ranging from HNIs to family funds—to achieve superior returns through disciplined, rule-based strategies.Recently, I have expanded my services to include SME IPO Consulting, providing startups and SMEs with expert guidance to navigate IPO readiness and access the capital markets effectively.What I Offer:Portfolio Management: Tailored strategies to maximize returns and minimize risk.Derivatives Trading: Advanced trading strategies for sustained profitability.Financial Planning: Comprehensive solutions for tax efficiency, retirement, and wealth growth.SME IPO Consulting: Strategic advice for preparing SMEs for IPOs, ensuring compliance, and attracting investors.Let’s connect and explore how I can help you achieve your financial and business goals.
Experience
Chartered Accountant
Apr 2020 — Present · Udaipur, IN
Help SMEs and startups prepare for IPOs, including documentation, compliance, and strategy.Designed and implemented portfolio strategies generating above Industry average annualized returns.Managed portfolios for HNI clients across India.Specialized in derivatives trading and quantitative analysis for wealth maximization.Delivered workshops and consultations on rule-based investment strategies.
Education
The Institute of Chartered Accountants of India
chartered accountant, Tax Law/Taxation
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