Aarti Panwar

Aarti Panwar Email and Phone Number

Subject Matter Expert/ Au Financial planning @ Valenta
Aarti Panwar's Location
Patiala, Punjab, India, India
About Aarti Panwar

Working as a Financial ParaplannerMy profile includes preparation of advice documents, financial modelling, research reports and the admin work .Assist Australian financial advisers in getting ready for client meeting by preparing review docs and SOA using different financial software’s

Aarti Panwar's Current Company Details
Valenta

Valenta

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Subject Matter Expert/ Au Financial planning
Aarti Panwar Work Experience Details
  • Valenta
    Subject Matter Expert/ Au Financial Planning
    Valenta Jul 2023 - Present
    Sahibzada Ajit Singh Nagar, Punjab, India
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  • Valenta
    Senior Financial Planning Analyst
    Valenta Apr 2022 - Sep 2023
    Sahibzada Ajit Singh Nagar, Punjab, India
    View
  • Felcorp Financial Planning Support
    Senior Paraplanner
    Felcorp Financial Planning Support Dec 2021 - Mar 2022
    Sahibzada Ajit Singh Nagar, Punjab, India
    View
  • Valenta
    Paraplanner
    Valenta Dec 2019 - Sep 2021
    India
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  • Valenta
    Senior Executive Trainee
    Valenta Sep 2019 - Dec 2019
    India
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Aarti Panwar Education Details

Frequently Asked Questions about Aarti Panwar

What company does Aarti Panwar work for?

Aarti Panwar works for Valenta

What is Aarti Panwar's role at the current company?

Aarti Panwar's current role is Subject Matter Expert/ Au Financial planning.

What schools did Aarti Panwar attend?

Aarti Panwar attended Panjab University,chandigarh, Panjab University,chandigarh.

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