Paraag Ashok Sonavvane

CEO

Mumbai, Maharashtra, India25 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Certified Financial Planner with extensive experience.
  • Expert in strategic financial planning and investment advisory.
  • Passionate about helping clients achieve financial goals.
Stackforce AI infers this person is a Financial Services expert with a focus on wealth management and strategic financial planning.

Contact

LinkedIn

Skills

Core Skills

Financial PlanningInvestment Advisory

Other Skills

Asset ManagementInvestmentsFinancial AnalysisRisk ManagementRetirement PlanningChild Education PlanningPersonal Tax PlanningWealth CreationExcellent CommunicatorExcelMicrosoft OfficeFixed IncomeMutual FundsInvestment BankingCapital Markets

About

Living for just one passion 'To Help People Achieve Their Financial Goals'

Experience

Prudent wealth management

2 roles

CERTIFIED FINANCIAL PLANNER

Apr 2002 – Present · 24 yrs

  • Help People Achieve Their Financial Goals
Asset ManagementInvestmentsFinancial AnalysisRisk ManagementFinancial PlanningInvestment Advisory+4

CERTIFIED FINANCIAL PLANNER

Apr 2002 – Present · 24 yrs

Bajaj capital ltd

Assistant Manager

Apr 1999 – Jan 2001 · 1 yr 9 mos

Education

St.Francis D'Assisi High School , Borivli,Mumbai

Jan 1978 – Jan 1990

NetworkFP

QPFP — Accounting and Finance

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