Prasun Gupta

Co-Founder

Hyderabad, Telangana, India0 mo experience

Key Highlights

  • Expert in goal-based financial planning.
  • Dedicated to promoting responsible investing.
  • AMFI Registered Mutual Fund Distributor.
Stackforce AI infers this person is a Financial Advisor specializing in investment strategies and wealth management.

Contact

Skills

Core Skills

Wealth Management ServicesInvestment Advisory Services

Other Skills

Financial GoalsInvestment ResearchMutual FundsReturn on InvestmentStocks

About

Helping professionals avoid costly mistakes and achieve financial freedom through disciplined investing !!! I am an AMFI Registered Mutual Fund Distributor (ARN 264287) dedicated to helping salaried professionals, entrepreneurs, and NRIs make informed investment decisions. My approach is rooted in goal-based financial planning, starting with understanding your objectives, conducting risk profiling, and recommending SEBI-approved investment schemes that align with your needs. I simplify the investment process by educating clients on Systematic Investment Plans (SIP), Systematic Transfer Plans (STP), and Systematic Withdrawal Plans (SWP), while also providing insights on risk management and diversification. My focus is on promoting financial awareness and responsible investing—without making any performance claims or guarantees. Compliance: AMFI Registration No. ARN-264287. I strictly adhere to SEBI and AMFI guidelines to ensure transparency and ethical practices. Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Let’s connect to explore responsible ways to achieve your financial goals.

Experience

Self driven

Life Milestone Planner

Jun 2023Jun 2023 · 0 mo · Hyderabad, Telangana, India · Hybrid

Wealth Management ServicesStocksMutual FundsReturn on InvestmentInvestment ResearchFinancial Goals+1

Education

HCAS

BES — Electronics

Jul 1997Apr 2000

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