PRANAV PATKI - Fixed Deposits Advisor in Urse Midc, Pune

PRANAV PATKI - Fixed Deposits Distributors

Member since Jul 2, 2014

9764751572

PRANAV06051982@GMAIL.COM

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About Me

A skilled and honest Investment Professional with 11 years of experiences in assisting people manage money more efficiently. I am passionate about investment finance and people achieving their financial goals. Therefore, I feel, I can play my part in making sure that clients meet specified goals, I believe my skills and honesty will enable my clients to meet their investment/financial objectives. i am pursuing Chartered Wealth Manager and Accredited Financial Analyst from Indian Chapter of American Academy of Financial Management.

About Work Experience

I deal in Mutual Funds, Gold, Equity, Fixed Deposit and Bonds. For mutual funds I provide both fee and non fee based service. In interest of investors I prefer risk profile based investment along with periodic rebalancing of asset allocation and review of risk profile and funds. For fee based clients I manage investment based not just based on risk profile but also based on Dynamic Asset Allocation based on Yield Gap Ratio. The total expense ratio of fee based client is always lower than that of non fee based clients..

Experience & Qualification

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