Tejas S

Wealth Manager @ Prognosis Financial | Family Wealth Management

Role: Wealth Manager at Prognosis Financial
Location: Delhi, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Tejas S

At Prognosis Financial, contributions to managing family wealth and trust portfolios reflect a commitment to delivering personalized financial solutions. Previous experiences at EY and Axis Bank fostered strong analytical and compliance skills, enabling effective collaboration with diverse teams. A passion for strategic problem-solving and aligning financial strategies with organizational goals drives their approach to delivering value and building long-term client relationships.

Experience

Wealth Manager
Prognosis Financial
May 2025 — Present · New Delhi, IN

Education

Christ University, Bangalore
Business Administration and Management, General
2022 — 2025
SelaQui International School, Dehradun
High School Diploma
2019 — 2021
Gyanshree
10th
2017 — 2019

Contact information

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Work email
•••••@prognosisfinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Prognosis Financial

Financial Services · 10 employees · Founded 2013 · New Delhi, Delhi, India

Prognosis Financial was founded from a vision to revolutionize wealth management, bringing together a team of passionate experts dedicated to empowering clients on their financial journeys. Our foundation rests on the fusion of extensive industry experience and a deep comprehension of market dynamics, enabling us to offer personalised guidance, steadfast support, and strategies tailored to unlock the full financial potential of both individuals and businesses. Established in 2013, Prognosis Financial has quickly risen to prominence as a boutique wealth management services firm headquartered in Barakhamba Road, Connaught Place, New Delhi, serving clients nationwide. Our sterling reputation for excellence in wealth management, financial planning, and investment advisory services is a testament to our unwavering commitment to delivering exceptional value to our clients. We firmly believe in the power of collaboration. By working hand in hand with our clients, we co-create customised financial strategies that are precisely tailored to their objectives. Throughout the journey, we prioritise open communication and transparency, ensuring that our clients are informed and involved every step of the way. At Prognosis Financial, every client is paired with a dedicated Wealth Manager who serves as their trusted advisor. Leveraging a team of product specialists from across the firm, we collaborate seamlessly to craft optimum solutions that meet the unique needs of each client. This client-centric approach ensures that every individual receives the personalised attention and tailored solutions they deserve. In essence, Prognosis Financial is more than just a wealth management firm — we are partners in our clients' financial success stories, guiding them towards a future of prosperity and security with expertise, dedication, and unwavering support.

prognosisfinancial.com

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About Tejas S

Experience

Wealth Manager

Education

Christ University, Bangalore

SelaQui International School, Dehradun

Gyanshree

Find verified contacts for anyone on LinkedIn