Pratiksha Awate

Wealth Manager at AnalahMBA Finance and HR/ Finance Enthusiastic

Role
Wealth Manager at Analah
Location
Thane, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Wealth Manager

    Analah

    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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Pratiksha Awate — Wealth Manager at Analah in Thane, MH, IN | Unifers