Prajin Gandhi

Financial Consultant @Beyond Life Financial Services

Mumbai, IN

Working directly under the Founder of Beyond Life Financial Services, my core responsibilities include:Creating comprehensive, goal-based financial plans that consider each client’s unique objectives, current assets and liabilities, cash flows, and investment time horizonsIn-depth research and analysis of mutual funds, PMS, and AIF products to recommend optimal investment strategies that emphasize diversification, tax efficiency, and long-term goal alignmentEnsuring that clients have adequate insurance coverage as part of a holistic financial planActing as a key liaison between clients and the firm. I manage client relationships, coordinate communication, and oversee the execution of service requests to ensure seamless client experience

Narsee Monjee College of Commerce and Economics

Bachelor of Commerce - BCom, Accounting and Finance

Narsee Monjee Educational Trust's - Jamnabai Narsee School

I.C.S.E, High School/Secondary Diplomas and Certificates

Narsee Monjee College of Commerce and Economics

H.S.C., Business/Commerce, General