Shreyansh Jain

CEO

Agra, Uttar Pradesh, India4 yrs 8 mos experience
Highly Stable

Key Highlights

  • CEO of a successful financial advisory firm
  • Expert in wealth management for healthcare professionals
  • AMFI Registered MFD with extensive financial expertise
Stackforce AI infers this person is a Financial Services expert specializing in wealth management for healthcare professionals.

Contact

Skills

Core Skills

Wealth Management ServicesFinancial Advisory

Other Skills

Mutual FundsFinancial PlanningInvestment ManagementFamily Wealth ManagementRetirement PlanningTime ManagementInvestmentsBudgetingFinancial AnalysisFinancial ServicesFinancial MarketsFund ManagementLeadershipSavingsTax Planning

About

AMFI Registered MFD ARN - 154303 'Tired of paying huge Student Loans?' 'Cash piling up in the bank and afraid of making the wrong move?' 'Losing more in insurance?' These are some common financial challenges faced by doctors and healthcare professionals. Because of how long it takes doctors to begin seeing profits from their work, it also tends to take them longer to begin planning their estates and saving for retirement than others. Anyone working in healthcare faces many financial challenges that most of the general population will never encounter. Obviously, the benefits of becoming a doctor outweigh the challenges that you may face financially, but if you are cautious with your money, save, and invest in your future accordingly, it will be all the more rewarding. I, the CEO of Prabeta Vision LLP, provides a trustworthy, experienced approach to reaching your and your family’s goals. Our well developed MED mechanism helps young doctors achieve that coveted balance of preparing well for the future, while being able to enjoy the present. Contact me if you need my help Call- 8979390051 Whatsapp- 8979390005

Experience

4 yrs 8 mos
Total Experience
4 yrs 8 mos
Average Tenure
4 yrs 8 mos
Current Experience

Prabeta vision llp

Partner

Sep 2021Present · 4 yrs 8 mos · Agra · Remote

  • PrabetaVision LLP is an AMFI-registered mutual fund investment firm, consistently delivering trusted financial solutions and long-term value to its clients over the years.
  • As the CEO and Partner at PrabetaVision LLP, I offer a comprehensive suite of services including integrated financial planning, wealth management, tax consulting, insurance, and mutual fund investments—designed to help clients achieve their financial goals with clarity and confidence.
Wealth Management ServicesMutual FundsFinancial AdvisoryFinancial PlanningInvestment Management

Education

SunRise University Alwar

Bachelor of Commerce - BCom

Jul 2015Jul 2018

Orchid International School , Nashik

School — Intermediate

Jan 2012Jan 2014

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