Samiksha Jagtap
Wealth Manager @Proinvest Wealth Private Limited
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WORK HISTORY
Wealth Manager @Proinvest Wealth Private Limited
Pune, IN
Wealth Manager specializing in personalized financial planning, investment advisory, and portfolio management solutions tailored to client goals, with a focus on wealth creation, preservation, and risk optimization. Expertise in mutual funds, equity shares, portfolio management services (PMS), research, fixed deposits, and insurance, ensuring tax-efficient strategies and regulatory compliance. Responsibilities include investment research, portfolio structuring, execution, and proactive client engagement through regular reviews and goal tracking. Collaboration with research, operations, and dealing teams to ensure seamless execution, and long-term relationship management.
EDUCATION
MIT School of Economics
Bachelor of Science
Symbiosis Institute of Management Studies
Executive MBA
ABOUT SAMIKSHA JAGTAP
I am a Wealth Manager specializing in personalized financial planning and investment…
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