Prathamesh Gupte
Operations Associate at Morningstar Wealth Platform
- Role
- Operations Associate at Morningstar
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Prathamesh Gupte
Finance professional with expertise in asset management, client onboarding, and process optimization. Skilled in end-to-end onboarding, custodian coordination, and cross-training to strengthen team efficiency and continuity. Committed to delivering scalable solutions and driving operational excellence.
Experience
Operations Associate
Jan 2023 — Present · Navi Mumbai, IN
Onboarding New Assets to International Wealth Platform IncludingStocks, Bonds, ETFs, Mutual Funds, and Other Investment Vehicles.Ensured the timely availability of funds for model managers andadvisors, enabling informed and strategic investment decisions.Facilitated smooth communication with fund houses to negotiateaccess and secure waivers for minimum investment thresholds, aswell as entry/exit charges, maximizing growth opportunities forclients.Coordinated with custodians (e.g, Allfunds) to facilitate the livelisting of funds on their platforms and processed trades via theirsystems.Worked closely with fund houses to obtain Value for Money assessments and EMT (Enhanced Management Transparency) datato fulfill UK Consumer Duty requirements.
Education
SMT. CHM College, Ulhasnagar - 03
Bachelor of Commerce - BCom
2019 — 2022
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