Pratima Tiwari
Wealth Manager @Bonanza Portfolio Ltd
Signup · Get unlimited contacts
WORK HISTORY
Wealth Manager @Bonanza Portfolio Ltd
Mumbai, IN
I’m a Finance MBA with a strong focus on Portfolio Management Services (PMS), specializing in helping High-Net-Worth Individuals (HNIs) grow and protect their wealth. My approach combines financial modeling, risk management, and tax-efficient strategies to ensure clients make informed decisions that align with their long-term goals.With certifications in Bloomberg, NISM (Mutual Funds & Derivatives), and expertise in financial modeling, I provide structured, personalized investment solutions—without the sales pitch.If you’re looking for a strategic, consultative approach to wealth management, I’d love to connect.
EDUCATION
IBS Mumbai
PGPM, Finance
University of Mumbai
mcom part 2, Accounting and Finance
ABOUT PRATIMA TIWARI
As a Finance MBA and certified investment professional, I specialize in delivering…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.