Natalie Palekar
Financial Services | Ex - Category Management | Ex - Nykaa | Ex-Tata CLiQ
- Role
- Investment Specialist at Palekars Financial Services
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Natalie Palekar
Currently working in the financial services industry, helping individuals and businesses…
Experience
Investment Specialist
May 2024 — Present
Working at the helm of a 40-year-old financial services firm, I specialize in guiding individuals, families, and business owners through key areas of financial planning—including investment planning, retirement planning, goal-based financial advisory, and business loans.My focus lies in delivering customized, goal-oriented solutions that help clients build, manage, and preserve wealth. This includes everything from designing investment portfolios and tax-efficient strategies to helping businesses access capital through structured lending solutions.Leveraging a decade of experience in the e-commerce industry with companies like TataCliq and Nykaa, I bring a data-driven, client-first mindset to traditional financial services. My background in category management, marketing strategy, and digital operations enables me to introduce modern practices in client engagement, digital onboarding, and portfolio analysis.Key Areas of Focus:Investment & Retirement PlanningHolistic Financial PlanningBusiness Loans & Credit AdvisoryPortfolio Monitoring & Risk ProfilingClient Relationship ManagementDigital Process OptimizationI’m committed to helping clients make confident financial decisions with clarity and long-term vision.
Education
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
PGDM
Mumbai University Mumbai
Bachelor of Commerce - BCom
NATIONAL INSTITUTE OF FASHION TECHNOLOGY, MUMBAI
Fashion Merchandising Management
IIDE - Indian Institute of Digital Education
Advanced Digital Marketing
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