Pravesh Mishra

Director of Engineering

Ranchi, Jharkhand, India11 yrs 2 mos experience
Highly Stable

Key Highlights

  • Over 10 years in financial services distribution.
  • Expert in tailored investment solutions.
  • Strong commitment to client financial success.
Stackforce AI infers this person is a Financial Services expert focused on wealth management and client advisory.

Contact

Skills

Core Skills

Financial PlanningWealth Management ServicesReal Estate Financing

Other Skills

CFGPReal PropertyHealth InsuranceTerm Life InsuranceMutual FundsRetirement PlanningFinancial AnalysisFinancial ServicesFinancial AdvisoryPortfolio ManagementInvestment Advisory ServicesNISMCertified Financial PlannerEstate Planning

About

With over 10 years of experience in the financial services distribution business, I have developed a deep understanding of the industry and a commitment to helping clients navigate their financial journeys. My focus is on providing tailored investment solutions that help individuals, families, and businesses achieve their financial goals, whether it’s building wealth, planning for retirement, or protecting their legacy. I believe that financial success is a journey, not a destination. By leveraging my years of expertise, I offer comprehensive advice and personalized strategies to ensure that each client’s financial plan is aligned with their unique needs and aspirations. I take pride in building lasting relationships based on trust, transparency, and a genuine desire to help clients succeed. If you're looking for an experienced and reliable financial advisor who is dedicated to helping you achieve your financial goals, let's connect and discuss how I can assist you in your financial journey.

Experience

Mm wealth vridhi

Director

Feb 2015Present · 11 yrs 2 mos · India

CFGPFinancial PlanningWealth Management Services

Ethical consulting pvt. ltd.

Relationship Manager

Oct 2013Jan 2015 · 1 yr 3 mos · Delhi, India · On-site

Real Estate FinancingReal Property

Education

CHANDIGARH UNIVERSITY

Master of Business Administration - MBA

DNP High School Bharam Madhubani Bihar

Ranchi University

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