Pratik Bafna

Wealth Manager at Paterson

Role
Manager - Private Wealth at Paterson
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Pratik Bafna

Emerging finance professional with a solid foundation in equity research and client portfolio management, complemented by hands-on experience in sales and business development strategy.Skilled at identifying growth opportunities, building client relationships, and delivering actionable insights to support business expansion and investment decisions.

Experience

  1. Manager - Private Wealth

    Paterson

    Jul 2025 — Present · Bengaluru, IN

Education

  • Nalanda International School

    High School, Business/Commerce, General

  • Narsee Monjee College of Commerce and Economics

    Bachelor of Management Studies- BMS, Finance, General

  • Boston University

    Master of Science - MS, Finance and Financial Management Services

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Pratik Bafna — Manager - Private Wealth at Paterson in Bengaluru, KA, IN | Unifers