Talk to sales Try for Free
Prateek Sancheti

Prateek Sancheti

Digital Marketing Executive

Followers of Prateek Sancheti5000 followers
location of Prateek SanchetiPune, Maharashtra, India

Connect with Prateek Sancheti to Send Message

Connect

Connect with Prateek Sancheti to Send Message

Connect

  • Timeline

  • About me

    Personal Finance & Growth | Wealth Creation & Wealth Management | Investor | Influencer | Gearing up in the life from manual to auto mode

  • Education

    • The Institute of Chartered Accountants of India

      -
      CA Auditing

    • Pune University

      2017 - 2018
      PGDFT International Economics First class with distinction

      Core areas of study: International financial management, International logistic, Managerial Economics, International marketing.

    • Pune University

      2013 - 2017
      Bachelor's degree Business/Commerce, General First class with distinction

      Core area of study: accounts, finance, costing, marketing, taxation, economics

  • Experience

    • Mylescars (Myles Automotive Technologies)

      Sept 2017 - Nov 2017
      Digital Marketing Executive

    • MIDAS WEALTH ADVISORY PRIVATE LIMITED

      Jun 2018 - Aug 2018
      Portfolio Analyst

    • Motilal Oswal Financial Services Ltd

      Aug 2018 - Jan 2019
      Investment Advisor - Portfolio Management Services

      At MO I got to learn the basics of wealth products and and how they are useful for different set of clients like PMS, AIF, Structured Product etc.

    • Purnartha Investment Advisers Pvt. Ltd.

      Feb 2019 - Sept 2022
      Sr. Wealth Manager (Equity Asset Class)

      At Purnatha, I have learned real equities like how fundamentals of a company create wealth for investors. It has changed my perspective from a normal equity to understanding economics behind that business and with this many investors are getting benefit in the long term, with that note I am on my way to build my portfolio and achieve the objective of financial freedom.

    • Anand Rathi

      Sept 2022 - now
      Sr. Wealth Manager - Preferred Wealth Management

      Managing a complete Investment balance sheet for an individual. Focusing on building a strategy with detailed asset allocation.

  • Licenses & Certifications

    • Mutual Fund

      National Institute of Securities Markets (NISM)

    • NISM-Series-X-A: Investment Adviser

      National Institute of Securities Markets (NISM)

    • Digital Marketing

      Digital Vidya

    • Portfolio Management services (PMS)

      National Institute of Securities Markets (NISM)

  • Volunteer Experience

    • Volunteer

      Issued by Robin Hood Army on Sept 2018
      Robin Hood ArmyAssociated with Prateek Sancheti