Praveen RK CFP® — Co-Founder
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
Stackforce AI infers this person is a seasoned financial planner specializing in wealth management and retirement strategies.
Location: Bengaluru, Karnataka, India
Experience: 14 yrs 8 mos
Skills
- Financial Planning
- Wealth Management
- Business Development
- Sales Management
Career Highlights
- Over 25 years of experience in financial planning
- Expert in retirement and wealth management strategies
- Certified Financial Planner with a client-centric approach
Work Experience
Prudent Edge Finserve LLP (Prowin Money)
Managing Partner (1 yr 9 mos)
ProWin Finserve
Founder & Chief Wealth Coach (9 yrs 2 mos)
Cigna TTK Health Insurance Company Limited
AVP and Regional Sales Manager (1 yr 11 mos)
HDFC Life
Territory Manager (11 yrs)
Education
NISM Series XXI- A: Portfolio Management Services (PMS) Distributors Certification Exam at National Institute of Securities Markets (NISM)
SMP-Senior Management Program at Indian Institute of Management, Calcutta
B.Com at Karnatak University
NISM-Series -XVII: Retirement Adviser Certification Examination at National Institute of Securities Markets (NISM)
Certified Financial Planner- CFP at Financial Planning standard Board- FPSB Ltd.,