Preyas Trivedi
Life Planner Branch Head - Mumbai Wealth Management @Leader Care
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WORK HISTORY
Life Planner Branch Head - Mumbai Wealth Management @Leader Care
Mumbai, IN
Wealth Management, Financial Planning, Equity, Mutual Funds, Fixed Income, Insurance, PMS/AIF, Other Structured Products.
EDUCATION
National Institute of Securities Markets (NISM)
NISM - Series V A Mutual Funds , Capital Markets
FinX Institute Limited ( Formerly BSE Institute Limited)
Global Finance Markets Professional (GFMP), October, Capital and Financial Markets,
Shree Chandulal Nanavati Vinay Mandir
SSC
National Institute of Securities Markets (NISM)
NISM XIII Common Derivatives , FINANCE
Tolani College Of Commerce
HSC, Commerce
National Institute of Securities Markets (NISM)
NISM-Series-VIII Equity Derivatives, Financial Markets
NSE ACADEMY'S CERTIFICATION IN FINANCIAL MARKETS (NCFM)
NCFM Fundamental Analysis Module, Finance and Financial Management Services
Elearnmarkets
NSE Online Equity Research Analysis, Finance and Financial Management Services
Tolani College Of Commerce
Bachelor of Commerce , Commerce
ABOUT PREYAS TRIVEDI
Your Life Planner, Wealth Manager - LeaderCare Mumbai
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