Pradnyesh Ghole

Financial Planner💰| 20+ crores AUM | 500+ Clients |Trader + Investor💹

Role
Founder Financial Planner at Wealthlife Financial Services
Location
Thane, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Pradnyesh Ghole

I am a former Civil engineer who successfully transitioned into the world of finance.I was able to discover my passion for finance through Trading and investing actively and making a living out of itAfter years of analytical skills gained through engineering I decided to hone them into financial markets and entrepreneurshipToday I trade actively in Indian financial markets and also help individuals to know how they can gain financial independence through strategic investments and comprehensive planningMy approach in financial markets have always been data driven and discipline based with risk management at the core of it to build wealth over a long period of timeAs an entrepreneur I lead initiatives to educate people about stock markets and financial planningI am dedicated to continuous learning and growth to stay on top of the market trends around the world to deliver value to my clients

Experience

  1. Founder Financial Planner

    Wealthlife Financial Services

    Jun 2022 — Present · Thane, IN

    As the founder of Wealthlife financial services I play a key leadership role in shaping the direction of companyI ensure we deliver top-tier services to our clients, I also oversee the digital marketing arm to maximise brand presence and engagement across all channelsI have helped over 300 clients with financial planning, tax planning and insurance planning Continuous research of market trends, financial products and regulatory changes has helped me provide 300 plus of my clients market beating results

Education

  • The KET's V. G. Vaze College of Arts, Science & Commerce (Autonomous)

    Science

  • Mgm College Of Engineering & Technology

    Bachelor of Engineering - BE, Civil Engineering

  • Stevens Institute of Technology

    Construction Engineering & Management, Construction Management

    2018 — 2020

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Pradnyesh Ghole — Founder Financial Planner at Wealthlife Financial Services in Thane, MH, IN | Unifers