Pradeep Borra

“Vice President- Private Wealth | Helping 60+ Families Achieve Financial Freedom Through Strategic Investment Planning”

Role
Vice President- Private Wealth Management at Wealthy
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Pradeep Borra

Private Wealth Manager | 10+ Years in Financial Advisory | Helping Families Achieve Financial FreedomWith over a decade of experience in wealth management, I specialize in helping individuals and families build, preserve, and grow their wealth with purpose and clarity.My core focus is on goal-based financial planning, long-term investment strategies, and risk-optimized portfolios that align with each client’s unique life goals—be it retirement, children’s education, legacy creation, or simply financial peace of mind.

Experience

  1. Vice President- Private Wealth Management

    Wealthy

    Dec 2023 — Present · Bengaluru, IN

Education

  • MICA | The School of Ideas

    Post Graduate Certification in Digital Marketing

    2021

  • National School of Business, Bangalore

    MBA+ PGPM

    2012 — 2014

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Pradeep Borra — Vice President- Private Wealth Management at Wealthy in Bengaluru, KA, IN | Unifers