Pradeep Gundre
Director at Top Quartile Financial Services Private Limited- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Swati Dogra
Pradeep is an excellent professional who believes not just in customer satisfaction but customer delight. It’s been an absolute pleasure having him as an investment advisor. One can give him the funds and forget about it because with Pradeep managing it, profit is inevitable. Have seen Pradeep start small with his company but having scaled great heights already. With his intelligence and investment acumen, I am sure he is going to continue to succeed by leaps and bounds & help all his clients achieve and overachieve their goals. Keep shining Pradeep!
Taru Bhargava
Pradeep is an astute and sharp investment specialist, and one of the best I've known in the industry. In my years of knowing him, he has shown excellent promise and brought amazing results for his clients. You are in the most capable hands when working with him. I wish him all the best!
LinkedIn User
He is a very bright and intelligent RM and can diverify in the field of IT and research .
Swati Dogra
Pradeep is an excellent professional who believes not just in customer satisfaction but customer delight. It’s been an absolute pleasure having him as an investment advisor. One can give him the funds and forget about it because with Pradeep managing it, profit is inevitable. Have seen Pradeep start small with his company but having scaled great heights already. With his intelligence and investment acumen, I am sure he is going to continue to succeed by leaps and bounds & help all his clients achieve and overachieve their goals. Keep shining Pradeep!
Taru Bhargava
Pradeep is an astute and sharp investment specialist, and one of the best I've known in the industry. In my years of knowing him, he has shown excellent promise and brought amazing results for his clients. You are in the most capable hands when working with him. I wish him all the best!
LinkedIn User
He is a very bright and intelligent RM and can diverify in the field of IT and research .
Swati Dogra
Pradeep is an excellent professional who believes not just in customer satisfaction but customer delight. It’s been an absolute pleasure having him as an investment advisor. One can give him the funds and forget about it because with Pradeep managing it, profit is inevitable. Have seen Pradeep start small with his company but having scaled great heights already. With his intelligence and investment acumen, I am sure he is going to continue to succeed by leaps and bounds & help all his clients achieve and overachieve their goals. Keep shining Pradeep!
Taru Bhargava
Pradeep is an astute and sharp investment specialist, and one of the best I've known in the industry. In my years of knowing him, he has shown excellent promise and brought amazing results for his clients. You are in the most capable hands when working with him. I wish him all the best!
LinkedIn User
He is a very bright and intelligent RM and can diverify in the field of IT and research .
Swati Dogra
Pradeep is an excellent professional who believes not just in customer satisfaction but customer delight. It’s been an absolute pleasure having him as an investment advisor. One can give him the funds and forget about it because with Pradeep managing it, profit is inevitable. Have seen Pradeep start small with his company but having scaled great heights already. With his intelligence and investment acumen, I am sure he is going to continue to succeed by leaps and bounds & help all his clients achieve and overachieve their goals. Keep shining Pradeep!
Taru Bhargava
Pradeep is an astute and sharp investment specialist, and one of the best I've known in the industry. In my years of knowing him, he has shown excellent promise and brought amazing results for his clients. You are in the most capable hands when working with him. I wish him all the best!
LinkedIn User
He is a very bright and intelligent RM and can diverify in the field of IT and research .
Experience
-
Top Quartile Financial Services ®
-
India
-
Financial Services
-
1 - 100 Employee
-
Director
-
Dec 2017 - Present
Investment portfolio management, Tracking portfolio & rebalancing, Mutual Funds, Risk mitigation, Goal-based financial planning and execution, distribution of financial assets. Investment portfolio management, Tracking portfolio & rebalancing, Mutual Funds, Risk mitigation, Goal-based financial planning and execution, distribution of financial assets.
-
-
-
Reliance Capital | Reliance Group
-
India
-
Financial Services
-
700 & Above Employee
-
Center Head - Financial Plaza
-
Jun 2016 - Nov 2017
Financial Planning & Investment Consulting for our HNI & Institutional clients, through Direct and Distribution teams for all Lines of Businesses of Reliance Capital. Financial consulting consisted of solutions from our different subsidiaries including Asset Management, Life Insurance, General Insurance, Investment Advisory & Securities Distribution Business, Commercial Finance, Home Finance and Real Estate Business. Financial Planning & Investment Consulting for our HNI & Institutional clients, through Direct and Distribution teams for all Lines of Businesses of Reliance Capital. Financial consulting consisted of solutions from our different subsidiaries including Asset Management, Life Insurance, General Insurance, Investment Advisory & Securities Distribution Business, Commercial Finance, Home Finance and Real Estate Business.
-
-
-
SBI MUTUAL FUND
-
India
-
Financial Services
-
700 & Above Employee
-
Institutional Business - Mutual Funds
-
Sep 2014 - Jun 2016
Worked with Institutions and HNIs to develop investment book of SBI Mutual Fund schemes. Also, drove mutual fund sales in SBI branch network in Pune region. Worked with Institutions and HNIs to develop investment book of SBI Mutual Fund schemes. Also, drove mutual fund sales in SBI branch network in Pune region.
-
-
-
Nippon India Mutual Fund
-
India
-
Financial Services
-
700 & Above Employee
-
Institutional Business - Mutual Funds
-
Dec 2010 - Sep 2014
Providing Mutual Fund based investment solutions to Treasuries of Institutions/Corporate/Banks and HNI investors. The work involves effectively communicating positioning of liquid, debt, structured and equity products to solicit short and long term investments through Mutual Fund schemes and Portfolio Management Products. Providing Mutual Fund based investment solutions to Treasuries of Institutions/Corporate/Banks and HNI investors. The work involves effectively communicating positioning of liquid, debt, structured and equity products to solicit short and long term investments through Mutual Fund schemes and Portfolio Management Products.
-
-
-
HSBC
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Senior Associate - Institutional Business
-
Feb 2010 - Dec 2010
Institutional and HNI Wealth Management Institutional and HNI Wealth Management
-
-
-
Mata Securities India Private Limited
-
India
-
Financial Services
-
1 - 100 Employee
-
Manager - Institutional Business
-
Feb 2009 - Feb 2010
Institutional and HNI Wealth Management Institutional and HNI Wealth Management
-
-
-
Cognizant
-
United States
-
IT Services and IT Consulting
-
700 & Above Employee
-
Programmer Analyst
-
Jul 2006 - Jun 2007
Worked on a project which involved analysis of compatibility issues of legacy applications. The project was based on the model of 'Application Packaging and Migration'. We were able to excel in our project and bag much bigger contracts in time to come. Our market share also substantially increased during this short but intensive-work phase of our organizations growth. Worked on a project which involved analysis of compatibility issues of legacy applications. The project was based on the model of 'Application Packaging and Migration'. We were able to excel in our project and bag much bigger contracts in time to come. Our market share also substantially increased during this short but intensive-work phase of our organizations growth.
-
-
Education
-
2007 - 2009
Symbiosis Institute of Management Studies
Master of Business Administration -
2002 - 2006
Savitribai Phule Pune University
Bachelor of Engineering, Information Technology
Community
