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Prateek Patani
Financial Advisor
Navi Mumbai
Summary
Financial Planner with eight years of expereince, helping clients meet financial goals. Extensive experience developing and implementing financial plan & investment strategies tailored to clients' individual needs and objectives. Passionate about providing fiduciary, sound financial advice and helping clients reach financial goals.
Overview
14
14
years of professional experience
7
7
years of post-secondary education
4
4
Languages
Work History
Senior Financial Planner
Ladder7 Wealth Planners Private Limited
Navi Mumbai
04.2019 - Current
- Managing & guiding team of six financial planners
- Creating comprehensive financial plans for clients to achieve life goals
- Coaching clients on financial topics & financial decision making
- Assisting clients to live worry free financial life
Lead Financial Planner
Ladder7 Financial Advisories
Navi Mumbai
05.2016 - 03.2019
- Reviewing Financial Plan created by associate financial planners
- Building a bouquet of services for the clients
- Explaining the financial plan to the client
- Delivering various services like - Quarterly calls, half yearly portfolio review, annual plan review
Associate Financial Planner
Ladder7 Financial Advisories
Navi Mumbai
01.2015 - 04.2016
- Developing Subject matter expertise
- Writing financial plan
- Interacting with clients for data gathering
Senior Specialist
Axa Business Services
Pune
12.2008 - 10.2013
- Worked as Coder Compliance Coding Team for client AXA Rosenberg (US)
- Job includes Allocation of Work and looking after smooth day to day working
- Job includes coding the restriction provided by client on Latent Zero Sentinel Software
- Post Trade Monitoring of restriction already coded in LZ Sentinel
- Creating & updating client directed security restriction list in LZ Sentinel
Education
Investment Advisor Level 1 & 2 10A & 10B - Personal Finance
NISM
Navi Mumbai 10.2020 - 03.2021
Charted Trust & Estate Planner - Legacy Planning
AAFM India
New Delhi 01.2016 - 11.2016
Certified Financial Planner - Financial Planning
FPSB India
Mumbai 07.2009 - 08.2010
MBA - Finance
VPF's CMRD
Pune 08.2006 - 07.2008
Bachelor of Commerce - Costing, Taxation
KTHM
Nashik 07.2003 - 06.2006
Skills
Financial Planning
Interests
Timeline
Investment Advisor Level 1 & 2 10A & 10B - Personal Finance
NISM
10.2020 - 03.2021
Senior Financial Planner
Ladder7 Wealth Planners Private Limited
04.2019 - Current
Lead Financial Planner
Ladder7 Financial Advisories
05.2016 - 03.2019
Charted Trust & Estate Planner - Legacy Planning
AAFM India
01.2016 - 11.2016
Associate Financial Planner
Ladder7 Financial Advisories
01.2015 - 04.2016
Certified Financial Planner - Financial Planning
FPSB India
07.2009 - 08.2010
Senior Specialist
Axa Business Services
12.2008 - 10.2013
MBA - Finance
VPF's CMRD
08.2006 - 07.2008
Bachelor of Commerce - Costing, Taxation
KTHM
07.2003 - 06.2006
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