Prajakta Kashelkar - Fixed Deposits Advisor in Navi Peth, Pune

Prajakta Kashelkar - Fixed Deposits Distributors

Member since Feb 13, 2025

About Me
I have with over 15 years of experience in the investment industry, a subject matter expert in the field of personal finance. I am a 1st generation entrepreneur with a commitment to the community's financial well-being. I have completed post graduate in Finance and Management. I am a certified Markets Professional, Goal Planning Specialist, Investment Advisor, and Equity Markets Specialist. I also have NCMP Level 5 professional and trained in Commodities, Derivatives, Insurance, Investment Analysis and Portfolio Management among other things.
About Work Experience
I am a founder of Pro-F Financial Consultants. At Pro-F, we bring over 30 years of cumulative experience in wealth advisory to empower individuals and families to achieve their financial dreams. Whether you are a salaried professional planning your next big milestone, a retiree safeguarding your hard-earned wealth, or an entrepreneur navigating the complexities of business , we're here to guide you every step of the way. We understand the unique challenges first-time investors or women face in today's financial world. We help them gain confidence with greater awareness. Similarly, we craft evolved strategies for seasoned professionals and retired senior citizens. At Pro-F, we are more than just advisors; we are your partners in building a future that reflects your values and ambitions.
Experience & Qualification
Qualification
MBA Finance
Experience as an Advisor
15 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • General Insurance

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Technical & Research Analysis

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Prajakta

720/12, Mohan Apartment, Navi Peth,
Navi Peth,
Pune,
Maharashtra, 411030

LICENSE

  Mutual Fund - ARN No. 91663 - Validity - 01-01-2038

  General Insurance - IRDA No. IM-503736 - Validity - 20-12-2046

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