Mangesh Ravade
Chartered Wealth Manager/ Financial Planner/ Portfolio Manager
- Role
- Financial Planner at Circle Wealth Advisors Private Limited
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
Experience
Financial Planner
Circle Wealth Advisors Private Limited
Jan 2026 — Present · Pune, IN
Financial planner providing unbiased, goal-based financial advice. Specializing in investment planning, portfolio management, risk assessment, retirement planning, and wealth creation with a transparent, client-first approach.
Education
North Maharashtra University
Bachelor of Commerce - BCom, Business/Commerce, General
2015 — 2018
National Institute of Securities Markets (NISM)
NISM VIII Equity Derivatives , Finance and Financial Management Services
The Institute of Chartered Accountants of India
CA Inter
National Institute of Securities Markets (NISM)
NISM X-(A) Investment Adviser Level 1 , Financial Planning and Services
National Institute of Securities Markets (NISM)
NISM V(A) Mutual Fund Distributor Certificate Exam
National Institute of Securities Markets (NISM)
Nism XXI(B) Portfolio Management Services Distributor , Finance
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