Pravin Phulware
MBA Finance | CFP Aspirant | Equity Research | Mutual Fund Analysis | Blending Analytical Thinking with Empathy | Driven by Numbers, Guided by Purpose
- Role
- Wealth Manager at Kedia Capital Services Private Limited
- Location
- Navi Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Pravin Phulware
A finance professional in the making with a strong interest in banking, credit, and investment-driven decision making. I am currently pursuing an MBA in Finance, backed by a solid academic foundation and hands-on exposure across banking operations, lending, and financial analysis.I have gained practical experience through multiple internships in the financial services space. At India Post Payments Bank (IPPB), I worked closely with Independent Banking Correspondents (IBCs), supported digital banking initiatives, handled KYC and compliance checks, and contributed to insurance sales. Managing field coordination and customer-facing processes helped me understand how banking works beyond theory.Earlier, during my internship with MAG Finserv, I was involved in gold loan processing and valuation, preparing loan detail sheets, verifying KYC documents, and ensuring compliance with RBI norms. I also worked with IMS and Cloud software for gold valuation, supported MIS reporting, and assisted in audit readiness, which strengthened my attention to detail and regulatory understanding.In addition, I completed a live project with Finlatics, where I managed a simulated ₹2 lakh equity portfolio and achieved an 8.1% return through structured equity research and market analysis. This experience sharpened my analytical thinking and practical investment skills.I enjoy working with numbers, systems, and structured processes, but I equally value accuracy, ethics, and customer trust. I am keen to build a career in banking, credit analysis, risk, or investment-related roles where learning and responsibility go hand in hand.Always curious, disciplined, and eager to grow. MBA Finance | Banking & Financial Services Hands-on experience in banking operations & lending Exposure to KYC, compliance, insurance & digital banking Mutual Fund Analysis | Portfolio analysis | Detail-oriented thinker
Experience
Wealth Manager
Kedia Capital Services Private Limited
Mar 2026 — Present · Kalyan, IN
Education
ITM Business School
Master of Business Administration - MBA, Finance
D Y Patil International University, Akurdi, Pune
Bachelor of Business Administration - BBA, Finance
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