Prateek Rediwal

Experience

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  ShareKhanBNP

  Jun 2020 - Sept 2020

  Equity & Derivatives Research Intern

  Founded in 2000 and a subsidiary of BNP Paribas since 2016, Sharekhan is one of India's largest brokers with 20 lakh customers, 153 branches, and over 2,400 business partners across 541 locations. Sharekhan offers a wide range of services including equities, futures, options, currency trading, portfolio management, research, mutual funds, and investor education. It executes over 400,000 trades daily and is registered with NSE, BSE, CDSL, and NSDL. Sharekhan provides online trading platforms like TradeTiger, the Sharekhan app, and Sharekhan Mini, along with a robust network of over 3,200 outlets. Show less

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  Bajaj Capital Ltd

  Jun 2020 - Sept 2020

  Financial Planner

  Bajaj Capital has been helping people to realize their aspirations by making their wealth grow, and planning their financial lives. Bajaj Capital offers advice on Investments, Insurance, Tax Saving, Retirement Planning, Future Planning for Children and more. As India's largest distributors of financial products, Bajaj Capital brings for you a wide range of investment options - the entire gamut of financial instruments and investment products of almost all major public and private companies and the Govt. sector. These services and products are delivered through Bajaj Capital's network of over 200 branches located all over the country. The company is a SEBI-approved Category I Merchant Banker catering to Individual Investors, Corporates, HNI and NRI clients. The commitment of the company to create wealth for its clients with independent, need-based and research based advice has been recognized by 8, 00,000 individual investors and over 3000 institutional clients. Show less

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  Opulence Business Solutions Pvt Ltd.

  Dec 2020 - Mar 2021

  Finance and Investment Banking intern
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  Hum Fauji Initiatives

  Jan 2021 - May 2023

  As a Relationship Manager, I managed the financial needs of 400 clients, overseeing Assets Under Management (AUM) of Rs. 120 Cr. I built strong client relationships, providing tailored financial advice and solutions. Additionally, I led a team, offering guidance and training to support their growth and development, while driving AUM growth and enhancing the overall client experience. As an Associate Financial Planner, I combined financial expertise with analytical skills to create and review investment portfolios. I utilized data analysis and market trends to make data-driven investment recommendations, tailoring strategies to meet individual client goals. Proficient in Excel for financial modeling, I delivered precise and efficient financial plans, enhancing clients' financial well-being.

  • Relationship Manager

    Apr 2022 - May 2023

  • Associate Financial Planner

    Apr 2021 - Apr 2022

  • Financial Planning Trainee

    Jan 2021 - Apr 2021
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  Mastertrust

  May 2023 - Oct 2023

  Product Analyst

  As a Product Analyst at Master Capital Services Limited, I conduct in-depth research on various investment products, including Mutual Funds, PMS, AIFs, Bonds, and Unlisted Equity. I also drive product penetration across retail and broking segments PAN India, optimizing adoption and market share. My work supports the organization's growth and delivers value to clients through informed investment recommendations and market insights.

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  ICICI Prudential AMC Ltd

  Nov 2023 - Aug 2024

  Deputy Manager
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  Marsh McLennan Global Services India Private Limited (MMGS)

  Sept 2024 - now

  Specialist - Investments