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Prashant Verma

Prashant Verma

Financial Planning Manager

Followers of Prashant Verma614 followers
location of Prashant VermaNew Delhi, Delhi, India

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  • Timeline

  • About me

    Sr. Manager at TATA Mutual Fund

  • Education

    • JK Business School

      2015 - 2017
      Master of Business Administration (M.B.A.) Marketing

      Activities and Societies: Cultural, Corporate Resource Centre

    • Kendriya Vidyalaya

      2009 - 2011
      High School Business/Commerce, General A

    • California State University, Monterey Bay

      2016 - 2016
      Master of Business Administration (M.B.A.) International Marketing

      Activities and Societies: cross cultural interaction program

    • Atma Ram Sanatan Dharma College

      2011 - 2014
      Bachelor’s Degree Business/Commerce, General A

  • Experience

    • FinEdge Advisory

      Feb 2017 - Sept 2017
      Financial Planning Manager

    • Nivesh.com

      Oct 2017 - Aug 2018
      Financial Planner

      Handling HNI Portfolios, Corporate Relations

    • ICICI Securities

      Aug 2018 - Jan 2019
      Wealth Manager

      Premier Wealth Manager at ICICI Securities Pvt Ltd.

    • Square Yards

      Dec 2018 - Sept 2019

      • Area Sales Manager

        Apr 2019 - Sept 2019

      • Portfolio Manager

        Dec 2018 - Apr 2019

    • Tata Mutual Fund

      Jan 2020 - now

      • Senior Manager

        Apr 2024 - now

      • Deputy Manager

        Jan 2020 - Jul 2024

  • Licenses & Certifications