Pratiksha Awate
Wealth Manager at AnalahMBA Finance and HR/ Finance Enthusiastic
- Role
- Wealth Manager at Analah
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Pratiksha Awate
I am Pratiksha Awate, an MBA student specializing in Finance and HR, with a strong interest in financial modeling, Power BI, and DCF analysis. I’m NISM-certified in Financial Literacy, Social Stock Exchange Listing, and Online Dispute Resolution. I’ve completed a 45-day internship at a CA firm, gaining hands-on experience in salary ITR filing and financial statement computation. I actively share finance-related content on LinkedIn to promote financial awareness. I also conducted two high-engagement workshops during my MBA—on fintech and mutual funds—featuring quizzes, app demos, and smart investment guidance. I am open to opportunities in both finance and HR payroll domains.
Experience
Wealth Manager
Jun 2025 — Present
Manage and build strong relationships with HNI ClientsDealing investment opportunities such as Unlisted shares,Private equity, mutual fund, insurance,PMS.understand client goals and offer solutions
Education
The Institute of Chartered Accountants of India
CA intermediate student , Accounting
2020 — 2025
S. M. G Vidyamandir diva
10th
NIMS University
Master of Business Administration - MBA, Finance and HR
Mulund College Of Commerce
Bachelor of Commerce - BCom
University of Mumbai (MCC)
12th, Commerce
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