Prateek Sancheti

Prateek Sancheti

Digital Marketing Executive

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

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  • 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