Prerana Salaskar Apte
Partner @The Tipping Point
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WORK HISTORY
Partner @The Tipping Point
Mumbai, IN
Chief Financial Planner, Investment Advisor
EDUCATION
Institute of Chartered Accountants of India, FPSB
ACA
SKILLS
ABOUT PRERANA SALASKAR APTE
PERSONAL FINANCE ADVISORY PRACTICE Cross Functional Experience in Wealth and Investment Management A Certified Financial Planner with more than 15 years experience in tax planning and investment management solutions for individual and trusts. Work Profile requires thorough understanding of client life style and life goals before designing tax effective personal finance plans. Product domain includes structured capital market products, art investments, real estate centric products, and fixed income products. Client Profiles have been both HNI & Middle Income segments. Articles, opinions and views are regularly featured in print, web and television in The Economic Times, DNA, Hindustan Times, Times Now TV and IBN Lokmat (regional) channels. Guest lectured on Financial Planning, Investment Management and Tax planning to financial advisors as well as direct client gathering for asset management companies. Looking forward to offer pro bono financial counseling and planning solutions to low income, senior citizens and women support groups. Board Member of the Regional Chapter Development Committee of the FPSB, India Dream about a World without Armies. Nations without Boundaries.
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