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Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Finance professional prepared for advanced roles in financial planning and strategy execution. Notable experience in crafting tailored financial plans and ensuring regulatory compliance. Known for fostering strong team collaborations and consistently achieving targeted financial outcomes. Expertise in client relationship management and financial analysis, valued for adaptability and reliability.

Strategic and performance-driven financial professional with 4+ years of experience across financial services, venture capital, outsourcing, and renewable energy sectors. Adept in financial modeling, valuation, market research, risk assessment, and portfolio analysis with a strong command of accounting principles and retirement planning frameworks. Proven success in advising startup founders, supporting HNIs, and driving investment strategies backed by data-driven insights and detailed forecasts. Known for building stakeholder trust, managing cross-functional projects, and delivering actionable intelligence in fast-paced environments. Currently seeking challenging opportunities in asset management, investment consulting, or financial advisory with globally recognized institutions like KPMG, JPMorgan, or leading asset managers.

Certified Financial Planner (CFP) with over 9 years of experience in personal financial planning and wealth management. Expertise in developing customized financial strategies that align with client goals and enhance wealth. Strong background in financial analysis, investment advisory, and retirement planning, with a proven ability to communicate complex concepts effectively. Aiming to apply extensive advisory skills in a Senior Financial Advisor position to drive client success and deliver comprehensive financial solutions.

Senior Financial Planner with expertise in financial planning and running a financial planning firm. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Experience managing a Financial Planning Firm and managing other staff members.
Experienced at being the responsible Manager on AFSL

Prateek Patani

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Senior Financial Planner

Lead Financial Planner

Associate Financial Planner

Senior Specialist

Education

Investment Advisor Level 1 & 2 10A & 10B - Personal Finance

Charted Trust & Estate Planner - Legacy Planning

Certified Financial Planner - Financial Planning

MBA - Finance

Bachelor of Commerce - Costing, Taxation