Prachi Jain
Sr. Wealth Manager | EX - HDFC AMC
- Role
- Assistant Manager at Hdfc Mutual Fund
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
Experience
Assistant Manager
May 2024 — Present · Jaipur, IN
As an experienced finance professional, I have established myself as a wealth advisor at Fintoo, a prominent financial technology company. My core focus is providing high-net-worth clients with bespoke solutions in financial planning, wealth management, and goal-based planning.I leverage my expertise in financial analysis, risk management, and investment planning to ensure that my clients\' financial portfolios are optimized for growth, security, and long-term success.
Education
Guru Harkrishan Public School
11th &12th, Business/Commerce, General
2010 — 2012
Banasthali Vidyapith
Master's in Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
2015 — 2017
V.M.P.S.
10th Std
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