About Me
I am Pushkar Shah, an Alumni of The National Institute of Securities Markets (NISM) and the founder of my firm Proton Wealth where we offer all the personal finance and investing solutions through various products like mutual funds, fixed income, equities, and Life Insurance all under one roof. I have previously worked at Angel Broking as an Assistant Manager for their Wealth Management Operations.
About Work Experience
We have a goal oriented approach for planning investments through mutual funds, fixed income, Life Insurance and help clients get better risk adjusted returns as we believe in having a strong investment process that respects the risk and expectations for investors without sole focus of trying to earn a higher return at the cost of risking clients hard earned money. We possess various NISM certifications like Research Analyst, Merchant banking, Investment advisers,etc.
Experience & Qualification
Qualification
PGPSM, B.Com
Experience as an Advisor
4 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Life Insurance