Prasoon Kaushal
Wealth Manager | NISM - Research Analyst | Equity Research Enthusiast
- Role
- Wealth Manager at Myraa Wealth
- Location
- Gurugram, IN
- LinkedIn followers
- 500 followers
About Prasoon Kaushal
I am a finance professional with a PGDM in Finance, currently working as a Wealth Manager. My role involves assessing client risk profiles and providing tailored investment recommendations to help them achieve their financial goals through a mix of financial instruments and insurance solutions. Alongside wealth management, I have a strong interest in equity research, with a focus on industry analysis and financial analysis. I am driven by continuous learning and motivated to continually expand my skill set, adding value to the financial domain. If you’d like to connect, feel free to reach out at p••••••••@gmail.com
Experience
Wealth Manager
Dec 2023 — Present · Gurugram, IN
Advise and manage portfolios for clients, driving 12–15% average annual growth.Conduct independent research on mutual funds to recommend top-performing options tailored to client goals.Build long-term trust by delivering personalized strategies and consistent results.
Education
Dr. Harisingh Gaur Vishwavidyalaya, Sagar
Bachelor of Commerce - BCom
2012 — 2016
Renaissance University, Indore
Post Graduation Diploma for Management
2021 — 2023
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