About Me
Our team consists of highly motivated & focused Chartered Accountants & Investment Experts with a combined experience of more than 20 years in the field of Finance. Our professionally qualified advisors develop personalized solutions to manage your investments efficiently in an affordable manner. We are one of the best radical new financial advisory services providing customized recommendations at the speed of your thought.
About Work Experience
Our Founder, Prajakti is a Chartered Accountant and Certified Investment Advisor from NISM. As a hands-on leader, she brings more than 8 years of post-qualification experience in the Finance, Investments, Governance Risk & Compliance across financial services and manufacturing domain. Her wealth of knowledge and expertise in the field of Risk Management, Process & Control Framework, Balance Sheet Analysis and Data Analytics has been critical in setting up the Investopert Advisory business platform.
Experience & Qualification
Qualification
Chartered Accountant
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Chartered Accountants
Technical & Research Analysis
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