Praveen RK CFP®

Co-Founder

Bengaluru, Karnataka, India14 yrs 8 mos experience
Highly Stable

Key Highlights

  • Over 25 years of experience in financial planning
  • Expert in retirement and wealth management strategies
  • Certified Financial Planner with a client-centric approach
Stackforce AI infers this person is a seasoned financial planner specializing in wealth management and retirement strategies.

Contact

Skills

Core Skills

Financial PlanningWealth ManagementBusiness DevelopmentSales Management

Other Skills

Wealth Management ServicesRetirement PlanningInvestment PlanningRelationship ManagementCertified Financial PlannerMutual FundsLife InsuranceHealth InsuranceIncome TaxEstate Planning

About

I am a Certified Financial Planner (CFP®) and Retirement Planning Specialist with over two decades of experience helping individuals, families, and professionals build long-term financial security, wealth, and financial independence. Our approach to personal finance at ProwinMoney is practical, structured, and focused on clarity. I simplify complex financial decisions and provide actionable guidance so clients can plan their future with confidence. We specialize in retirement planning, early retirement strategies, and long-term retirement income planning, helping clients retire early, retire strong, and stay financially secure throughout retirement. My core expertise includes wealth management, wealth preservation, tax-efficient investing, investment planning, portfolio management, and goal-based financial planning. We work extensively with high-earning professionals, Senior corporate executives, Business leaders, and NRI families, offering customized goal-based planning. Our strategies are tailored to individual risk profiles, investment time horizons, and long-term life goals, ensuring alignment between financial decisions and personal priorities. An IIM Calcutta alumnus, I hold the CFP® certification, the internationally recognized gold standard in financial planning and personal finance advisory. My professional background spans investment strategy, insurance solutions for families & corporates, retirement solutions, tax planning, and comprehensive goal-based planning for professionals seeking transparent, dependable advice. What differentiates our work is the balance of technical expertise and behavioral insight. Financial decisions involve emotion, responsibility, and long-term impact. We help clients manage both the financial and behavioral aspects of money, enabling clearer thinking, disciplined investing, and better long-term outcomes. If you are looking for a trusted Personal Financial Professional, Retirement Planner, or wealth creation partner who prioritizes structured planning, fiduciary responsibility, and your best interests, Team Prowin Money is here to help you build a future you can rely on. I

Experience

Prudent edge finserve llp (prowin money)

Managing Partner

Jul 2024Present · 1 yr 9 mos · Bengaluru, Karnataka, India · Hybrid

  • With a passion for financial well-being, I help individuals and families navigate the complexities of investing, Goalsheet to achieve your dreams, and wealth creation. As a Certified Financial Planner and Mutual Fund Distributor, We specialize in crafting customized strategies that align with my clients' long-term goals, ensuring financial security and growth.
  • Backed by years of experience, we simplify financial concepts, debunk myths, and provide practical, actionable insights to help my clients make informed decisions. Whether it's investment planning, retirement strategies, or goal-based wealth creation, my approach is always personalized, transparent, and client-centric.
  • Through Prowin Money, my goal is to guide more & more investors toward financial independence with confidence.
  • Let's connect to discuss how I can help you achieve your financial goals!
Financial PlanningWealth Management ServicesRetirement PlanningInvestment PlanningWealth Management

Prowin finserve

Founder & Chief Wealth Coach

Feb 2017Present · 9 yrs 2 mos · Bengaluru, Karnataka, India

  • Empowering investors though Education and coaching to ensure their needs are met and aspirations are fulfilled.

Cigna ttk health insurance company limited

AVP and Regional Sales Manager

Nov 2013Oct 2015 · 1 yr 11 mos · Bangalore, Karnataka

  • Business Development of the Karnataka Region
Business DevelopmentSales Management

Hdfc life

Territory Manager

Nov 2002Nov 2013 · 11 yrs

  • Managing HDFC Bank relationship to generate Life Insurance business for HDFC Life
Sales ManagementRelationship Management

Education

National Institute of Securities Markets (NISM)

NISM Series XXI- A: Portfolio Management Services (PMS) Distributors Certification Exam

Aug 2023Sep 2023

Indian Institute of Management, Calcutta

SMP-Senior Management Program

Sep 2012Aug 2013

Karnatak University

B.Com — Income Tax and Costing

Jan 1993Jan 1996

National Institute of Securities Markets (NISM)

NISM-Series -XVII: Retirement Adviser Certification Examination — Retirement Planning

Nov 2022Present

Financial Planning standard Board- FPSB Ltd.,

Certified Financial Planner- CFP — Financial Planning & Wealth Management

Feb 2016Present

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