Talk to sales Try for Free
Pramod Kanoongo

Pramod Kanoongo

Professional

Followers of Pramod Kanoongo542 followers
location of Pramod KanoongoJaipur, Rajasthan, India

Connect with Pramod Kanoongo to Send Message

Connect

Connect with Pramod Kanoongo to Send Message

Connect

  • Timeline

  • Skills

    Investments
    Portfolio management
    Mutual funds
    Wealth management
    Business strategy
    Retirement planning
    Business development
    Investment advisory
    Strategic financial planning
    Customer service
    Microsoft excel
    Sales management
    New business development
    Strategic planning
    Retirement
    Equities

  • About me

    Experienced Certified Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Microsoft Excel, Customer Service, Strategic Planning, and Business Development. Strong professional with a M.Com focused in Business Administration from University of Rajasthan.

  • Education

    • ADARSH VIDYA MANDIR

      -

    • University of Rajasthan

      1999 - 2000
      M.Com Business Administration

  • Experience

    • RIDHI Financial Services

      -
      Professional

    • RIDHI Financial Services

      Oct 1998 - now
      CFP, CPFA, AFGP

      I AM A CERTIFIED FINANCAIL PLANNER FOUNDER OF RIDHI FINANCIAL CARRIES OVER 20 YEARS OF RICH EXPERIENCE IN FINANCIAL SERVICES. OUR MISSION IS TO EDUCATE PEOPLE SO THAT THEY CAN IDENTIFY FINANCIAL GOALS AND WE TOGETHER CAN WORK ON ACHIEVING THEM. OUR MISSION IS TO MAKE A POSITIVE DIFFERENCE IN THE LIVES OF OUR CLIENTS AND THEIR FAMILY, WHICH CAN HELP THEM ACHIEVE THEIR FINANCIAL GOALS. WE ARE COMMITTED TO PROVIDE HIGH-QUALITY SERVICES WITH UTMOST DEDICATION, INTEGRITY AND HISTORY IN ALL OUR DEALINGS. Show less

    • Financial Advisor..

      Oct 1998 - now
      Certified Financial Planner

    • Ridhi Wealth Financial Services Pvt. Ltd.

      Apr 2023 - now
      Director

  • Licenses & Certifications

    • CERTIFIED PERSONAL FINANCIAL ADVISOR

      National Institute of Securities Markets
      Aug 2013

    • CFP Certification - Global Excellence in Financial Planning

      FPSB Ltd.
      Mar 2013
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER

      Financial Planning Standards Board Ltd.

    • Investment Planning Specialist

      FPSB India

    • Risk & Estate Planning

      FPSB India

    • Chartered Trust & Estate Planner

      American Academy of Financial Management Latin America

    • Retirement & Tax Planning Specialist

      FPSB India

    • CHARTERED FINANCIAL GOAL PLANNER

      AAFM American Academy of Financial Management
      May 2015

  • Honors & Awards

    • Awarded to Pramod Kanoongo
      Best Financial Advisor Award By CNBC TV 18 & ICRA