Pramod Saraf
Wealth Management Consultant and Coach
- Role
- Co-founder at Swan Invest
- Location
- Indore, IN
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Pramod Saraf
Offering a gratifying career span of 20 years in Financial and Strategic Planning…
Experience
Co-founder
Oct 2006 — Present · Indore, IN
Education
Bal Vinay Mandir
H.Sc., Commerce
1984 — 1987
CFA Institute
Chartered Financial Analyst
2014 — 2017
IMS, DAVV Indore
Master of Business Administration (MBA), Finance, General
2007 — 2010
Kendriya Vidyalaya
HSc, Commerce
1987 — 1989
Skills
- Financial Analysis
- Pension Funds
- Wealth
- Strategic Financial Planning
- Fund of Funds
- Bonds
- Investment Advisory
- Investments
- Etfs
- Investment Products
- Management
- Alternative Investments
- Fixed Income Products
- Financial Planning
- Team Management
- Asset Allocation
- Debt
- Investment Management
- Fixed Income
- Financial Advisory
- Investment Strategies
- Institutional Investors
- Portfolio Management
- Personal Finance
- Portfolios
- Financial Planners
- Equities
- Performance Attribution
- Investment Policy
- Financial Markets
- Mutual Funds
- Capital Markets
- Banking
- Retirement Planning
- High Net Worth Individuals
- Wealth Management
- Life Insurance
- Relationship Management
- Asset Management
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