Prachi Arora

Business Development Executive

Delhi, India3 yrs experience

Key Highlights

  • Certified Financial Planner with extensive experience
  • Expertise in retirement and financial planning
  • Strong background in client-focused financial advisory
Stackforce AI infers this person is a Financial Services professional with expertise in financial planning and advisory.

Contact

LinkedIn

Skills

Core Skills

Financial AdvisoryPortfolio ManagementRetirement PlanningFinancial AnalysisFinancial Planning

Other Skills

Asset AllocationAsset ManagementCustomer ServiceFinanceFinancial ServicesInsuranceInvestment PlanningInvestmentsMutual FundsSecuritiesStrategic Financial PlanningTax Planning

About

Dedicated, enthusiastic, goal-oriented

Experience

Finance pitstop

Financial Advisor

Aug 2017 – Present · 8 yrs 7 mos · Delhi, India

Financial AdvisoryPortfolio ManagementCustomer Service

Ameriprise financial services, inc.

Financial Planning Analyst

Apr 2011 – Aug 2012 · 1 yr 4 mos

  • Made recommendations for retirement planning, major purchase goals, and other goals as per the needs of the clients, analysed protection needs, assets, liabilities, income and expenses
Retirement PlanningFinancial AnalysisInvestment Planning

Certified financial planner

CFP

Dec 2010 – Jan 2012 · 1 yr 1 mo

  • Cleared CFP while working at the Ameriprise, i also did post graduation in financial planning.
  • The major subjects were retirement planning, tax planning, investment planning, risk planning n more
Retirement PlanningTax PlanningInvestment PlanningFinancial Planning

International college of financial planning

Post graduation in financial planning ( Student)

Aug 2010 – Jun 2011 · 10 mos

  • Post graduate diploma in financial planning

The claridges

Front Office

Feb 2008 – Mar 2009 · 1 yr 1 mo

  • Was at the front desk took check-ins, check-outs, and somewhat managed guest relations

Education

FPSB

CFP — Certified Financial Advisor

International College of Financial Planning

PGDFP — Financial Planning

Jan 2010 – Jan 2011

D.L.D.A.V Model School

Jan 1993 – Jan 2007

International College Of Financial Planning

Postgraduate Degree — Financial Planning and Services

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