Pratham Bhatt

Experience

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  Investifyd

  May 2023 - Jul 2023

  Finance Trainee

  • Excelled as an Investment Trainee at INVESTIFYD, instrumental in acquiring and servicing a diverse client portfolio, ensuring high satisfaction through tailored financial solutions.• Collaborated effectively within a team environment, contributing to collective expertise in investment strategies and market analysis.• Acquired comprehensive knowledge in financial planning and investment management.

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  Pratham Bhatt Advisory

  Jun 2023 - now

  Founder

  • Established "Pratham Bhatt Advisory" in 2023, specializing in bespoke mutual fund advisory services designed to optimize client wealth management strategies. • Cultivated a discerning client roster of 50+ high-net-worth individuals and families through meticulous financial planning and customized investment solutions.• Distinguished for delivering superior client satisfaction by employing rigorous market analysis, risk assessment, and strategic asset allocation.• Upheld stringent regulatory compliance and ethical standards, fostering enduring client trust and loyalty through transparent communication and results-driven performance. Show less

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  Furnitech

  Jul 2023 - Jun 2024

  Financial Planning and Analysis Manager

  • Conducted detailed financial forecasting and budgeting analyses for operations.• Generated variance reports to improve cost efficiency and operational performance.• Collaborated cross-functionally on pricing strategies and profitability metrics.