Preeti Rathi
Finance | Wealth management | CFA level II candidate | CA Intermediate | BCom Graduate
- Role
- Financial Planning at Circle Wealth Advisors Private Limited
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Preeti Rathi
Sometimes following convention leads you down the wrong path, even if you\'re doing…
Experience
Financial Planning
Circle Wealth Advisors Private Limited
Jan 2025 — Present · Pune, IN
Financial Planning | Research | Client Engagement | Business Development
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