Pratiksha Agrawal

Personal Wealth Planner at HSBC

Role: Personal Wealth Planner at HSBC
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Pratiksha Agrawal

Wealth Relationship Manager at hsbc with a demonstrated history of working in the finance…

Experience

Personal Wealth Planner
HSBC
Sep 2023 — Present · Bengaluru, IN
As a wealth planner, we assist our clients to achieve their financial goals. My expertise includes comprehensive financial planning, retirement planning, investment strategy development. I look forward to leveraging my expertise in financial planning to provide exceptional service and support.

Contact information

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Current company

HSBC

Financial Services · 10K employees · Founded 1865 · 8 Canada Square, London, E14 5HQ, GB

Opening up a world of opportunity for our customers, investors, ourselves and the planet. We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers. HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs

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