P

Prateek Pahwa

Co-Founder

Delhi, India5 yrs 6 mos experience
Highly Stable

Key Highlights

  • Certified Financial Planner with extensive mentorship experience.
  • Expert in simplifying complex financial concepts for beginners.
  • Passionate about empowering individuals for financial independence.
Stackforce AI infers this person is a Financial Services expert specializing in investment planning and education.

Contact

Skills

Core Skills

Financial PlanningRisk AnalysisTechnical AnalysisEmployee TrainingMentoring

Other Skills

Stock Market EducationMentorshipRisk ManagementBehavioural CoachingDerivativesPeople DevelopmentCoachingTeam BuildingMicrosoft ExcelForexOptions StrategiesStock Market AnalysisTeaching

About

I'm a Certified Financial Planner (CFP®) with a passion for educating and empowering individuals to take control of their financial futures. As a stock market mentor, I specialize in helping beginners and intermediate investors understand equity markets, portfolio management, risk assessment, and long-term wealth creation strategies. Whether it's teaching technical analysis, demystifying financial jargon, or guiding people to build solid financial habits—I strive to make finance simple, actionable, and personalized.

Experience

Ism institute of stock market llp

Mentor

Nov 2023Mar 2025 · 1 yr 4 mos · On-site

  • Stock Market Education & Mentorship,
  • Risk Management & Behavioural Coaching
Stock Market EducationMentorshipRisk ManagementBehavioural CoachingFinancial PlanningRisk Analysis

Dipe institute private limted

Faculty

May 2023Nov 2023 · 6 mos · On-site

  • Technical analyst
  • Derivative expert
  • Mentor
Technical AnalysisDerivativesMentoringFinancial Planning

Dnj infotech

Process Trainer

Jul 2019Mar 2023 · 3 yrs 8 mos · Noida, Uttar Pradesh, India · Hybrid

  • Passionate about people development, coaching, and creating high-performance teams.
People DevelopmentCoachingTeam BuildingEmployee TrainingMentoring

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