Pratik Gujar
MBA in Finance (2025) at MIT World Peace University,Pune
- Role
- Finance Intern at Wealth Zone Financial Services
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Pratik Gujar
Finance Intern at WealthZone Financial ServicesAs a dedicated Finance Intern at WealthZone Financial Services, I specialize in financial planning and portfolio management. My key responsibilities and skills include:Financial Planning: Developing and implementing tailored financial plans for clients, ensuring their financial goals are met.Portfolio Management: Analyzing and monitoring investment portfolios and insurance portfolios, providing insights and recommendations for adjustments.Market Research: Conducting thorough market research to support investment strategies and decision-making.Client Relationship Management: Collaborating with senior advisors to enhance client relationships and deliver high-quality financial advice.Financial Tools Proficiency: Utilizing advanced financial software and tools to support planning and portfolio management processes.This role has honed my analytical skills, deepened my understanding of financial strategies, and enhanced my ability to deliver personalized financial solutions.
Experience
Finance Intern
Wealth Zone Financial Services
Jun 2024 — Present · Pune, IN
Finance Intern at WealthZone Financial ServicesAs a Finance Intern at WealthZone Financial Services, I focus primarily on financial planning and managing customer portfolios. My role involves:Assisting in the development and implementation of comprehensive financial plans tailored to individual client needs.Analyzing and monitoring clients\' investment and insurance portfolios to ensure alignment with their financial goals.Conducting market research to provide insights and recommendations for portfolio adjustments.Collaborating with senior advisors to enhance client relationships and deliver high-quality financial advice.Utilizing financial software and tools to support the planning and portfolio management process.This internship has allowed me to deepen my understanding of financial strategies, investment analysis, and client relationship management, equipping me with the skills necessary for a successful career in finance.
Education
Marathwada Mitra Mandal's College of Commerce, Pune 4
Bachelor of Commerce - BCom
2020 — 2023
MIT World Peace University
Master of Business Administration - MBA
2023 — 2025
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.