Prateek Jhalani

Investment Advisor at Hexagon Wealth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Bangalore, Karnataka, India, IN
Languages
  • English -
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • AMFI Mutual Fund
    Association Of Mutual Funds In India

Experience

  • Hexagon Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor
      • jun. 2020 - - heden

  • Right Horizons Investment Advisory and Wealth Management Pvt. Ltd.
    • Financial Analyst
      • mei 2018 - apr. 2020

  • V4U INVESTWISE PRIVATE LIMITED
    • India
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner
      • okt. 2016 - apr. 2018

  • Individual Financial Advisor
    • Certified Financial Planner
      • nov. 2014 - sep. 2016

      Planning of finacial Goals and different tools for achieving the goals, insurance plannig Planning of finacial Goals and different tools for achieving the goals, insurance plannig

  • Axis Bank
    • India
    • Banking
    • 700 & Above Employee
    • FDO
      • 2013 - 2014

      Handling Customer Queries.Look At my map PortfoliosProvide them With Services they dont haveSelling All Products that we had.

    • FDO
      • 2013 - 2014

      Customer Handling, Sales

Education

  • Sikkim Manipal University - Distance Education
    Diploma, Banking and Financial Support Services
    2012 - 2013
  • B.K.Majumdar Institute Of Business Administration
    Bachelor’s Degree, BBA (Marketing And Finance)
    2009 - 2012

Community

You need to have a working account to view this content. Click here to join now