Prabudh Juneja

Co-Founder

Gurugram, Haryana, India7 yrs 3 mos experience

Most Likely To Switch

Key Highlights

Expert in Investment Strategy for High Net Worth Individuals
Strong background in Financial Planning and Portfolio Management
Proficient in Risk Management and Alternative Investments

Stackforce AI infers this person is a Financial Services professional specializing in Investment Advisory and Portfolio Management.

Contact

Skills

Core Skills

Investment StrategiesRisk Management

Other Skills

Alternative InvestmentsCertified Financial PlannerCommerceEquitiesFinanceFinancial AdvisoryFinancial AnalysisFinancial ServicesForeign InvestmentGenerally Accepted Accounting Principles (GAAP)Investment ManagementInvestment ResearchPlanningQuant Investing

About

Prabudh is a professional with work experience spanning across Business Development, Financial Planning & Investment Research. He is proficient in Portfolio Management & Investment Advisory. Prabudh is an alumnus of University of Delhi, an MBA from Jindal School of Business & Finance and operates in a professional capacity to serve top HNIs for Investment Strategy and Portfolio Advisory.

Experience

Dezerv

Business Team Lead

Feb 2023 – Present · 3 yrs 1 mo · South Delhi, Delhi, India

Investment StrategiesRisk ManagementAlternative InvestmentsForeign InvestmentEquities

Indmoney

2 roles

Senior Family Office Manager (Platinum)

Apr 2022 – Mar 2023 · 11 mos

Family Office Manager

Jul 2020 – Mar 2022 · 1 yr 8 mos

Assisting Wealth Management team (3+ Relationship Managers) with client acquisition, portfolio advisory & client retention.
Tracking economic and regulatory indicators to provide high-quality insights and detailed market views.
Conducting analysis and due diligence of financial instruments like PMS’s, Mutual Funds & AIF's in the market.
Financial Planning, Investment research services to UHNI, HNI clients (Platinum Users) with Assets under Advisory.