Pratik Ahuja
Data-Driven Fintech Operator | Bridging Product, Risk & CX at Scale
- Role
- Senior Wealth Manager at equentis
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Pratik Ahuja
Data-Driven. Ops-Led. Product-Aware. That\'s how I\'ve operated across fintech teams, from banking giants to agile wealth startups. What I do: • Map user journeys to activation velocity • Rewrite SLA loops into leaner onboarding workflows • Build retention-friendly ops from the inside out • Translate product ambiguity into sprint-ready stories What I bring: Ops intuition built from client touchpoints BI skills to turn metrics into movement Calm clarity in high-stakes compliance conversations I don\'t wait for the roadmap. I draft it. And then I execute it, with tools, teams, and just enough curiosity to break things better.
Experience
Senior Wealth Manager
Mar 2025 — Present · Mumbai, IN
Client-focused Wealth Management professional with a strong foundation in both front-end advisory and back-end operations. With hands-on experience at firms like Equentis Wealth, I specialize in managing and growing the wealth of HNI and UHNI clients through personalized investment strategies and seamless operational execution.My strength lies in combining deep market knowledge with exceptional client servicing and operational precision. From portfolio advisory and asset allocation to transaction management and compliance, I bridge the gap between financial planning and flawless delivery.
Education
Kalinga University, Raipur
Bachelor of Commerce - BCom, Business/Commerce, General
Kalinga University
Bachelor of Commerce
Kalinga University
Master of Business Administration, Finance, General
SMT. CHM College, Ulhasnagar - 03
High School Diploma, Physical Sciences
Kalinga University, Raipur
Master of Business Administration - MBA, Finance and Financial Management Services
2017 — 2019
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