Prabhleen Kaur
Wealth Manager @Fincart Financial Planners
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WORK HISTORY
Wealth Manager @Fincart Financial Planners
New Delhi, IN
EDUCATION
The WallStreet School
Financial modeling and valuation
Delhi University
Bachelor of Commerce - BCom
Institute of Management Accountants (IMA)
CMA
ABOUT PRABHLEEN KAUR
As a Wealth Manager at Fincart Financial Planners, I work closely with clients to design and implement personalized investment strategies and comprehensive financial plans. My role involves a blend of financial modeling, valuation, portfolio management, and client advisory—aimed at delivering data-driven insights and long-term financial growth. With a strong foundation in financial analysis and a commitment to continuous learning, I stay abreast of market trends, investment products, and regulatory updates. My skill set includes equity research, budgeting, risk assessment, and proficiency in tools such as Excel, PowerPoint, and financial databases. I’m passionate about helping clients achieve financial independence while contributing to the broader goals of a dynamic, growth-focused organization.
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