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Arun Prakash, Cfa Email & Phone Number

Senior Director - Client Coverage at Waterfield Advisors
Location: Mumbai, Maharashtra, India 10 work roles 4 schools
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Current company
Role
Senior Director - Client Coverage
Location
Mumbai, Maharashtra, India
Company size

Who is Arun Prakash, Cfa? Overview

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Quick answer

Arun Prakash, Cfa is listed as Senior Director - Client Coverage at Waterfield Advisors, a with 53 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Arun Prakash, Cfa.

Arun Prakash, Cfa previously worked as Sr. Director Client Coverage at Waterfield Advisors and Director Client Coverage at Waterfield Advisors. Arun Prakash, Cfa holds Cfa, Investment Portfolio Management from Cfa Institute.

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Email format at Waterfield Advisors

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Waterfield Advisors

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Profile bio

About Arun Prakash, Cfa

Arun Prakash, Cfa is a Senior Director - Client Coverage at Waterfield Advisors. He is proficient in English, Hindi and Tamil.

Current workplace

Arun Prakash, Cfa's current company

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Waterfield Advisors
Waterfield Advisors
Senior Director - Client Coverage
bombay, maharashtra, india
Employees
53
AeroLeads page
10 roles

Arun Prakash, Cfa work experience

A career timeline built from the work history available for this profile.

Sr. Director Client Coverage

Current

Mumbai, Maharashtra, India

Apr 2024 - Present

Pcg Elite Kotak Securities

Mumbai

Advised HNIs on Investment products based on their goals and asset allocation at Kotak Securities.At Kotak Bank, I was responsible for building the Investment AUM of 75 Branches in Mumbai as Regional Product Manager - Investment and Also have led a large team of Relationship Managers as Territory Manager - Salary2Wealth

Feb 2016 - Aug 2022

Asst General Manager Direct Group Business

Km Dastur Reinsurance Brokers

Mumbai, Maharashtra, India

Aug 2014 - Feb 2016

Director

Obi Solutions Pvt Ltd

Mumbai, Maharashtra, India

Oct 2011 - Jul 2013

Sr Treasures Relationship Manager

Mumbai, Maharashtra, India

Jun 2010 - Jun 2011

Wealth Head - Suvidha

Mumbai, Maharashtra, India

Apr 2009 - Jun 2010

Sr.Avp Premier Relationship

May 2008 - Mar 2009

Retail Head - Insurance

Dec 2004 - Mar 2008
Team & coworkers

Colleagues at Waterfield Advisors

Other employees you can reach at waterfieldadvisors.com. View company contacts for 53 employees →

4 education records

Arun Prakash, Cfa education

Cfa, Investment Portfolio Management

Cfa Institute

Master Of Business Administration - Mba

The International Management Institute - Belgium

B.Sc, Mathematics

Madras University
FAQ

Frequently asked questions about Arun Prakash, Cfa

Quick answers generated from the profile data available on this page.

What company does Arun Prakash, Cfa work for?

Arun Prakash, Cfa works for Waterfield Advisors.

What is Arun Prakash, Cfa's role at Waterfield Advisors?

Arun Prakash, Cfa is listed as Senior Director - Client Coverage at Waterfield Advisors.

Where is Arun Prakash, Cfa based?

Arun Prakash, Cfa is based in Mumbai, Maharashtra, India while working with Waterfield Advisors.

What companies has Arun Prakash, Cfa worked for?

Arun Prakash, Cfa has worked for Waterfield Advisors, Kotak Mahindra Group, Km Dastur Reinsurance Brokers, Max Bupa Health Insurance, and Obi Solutions Pvt Ltd.

Who are Arun Prakash, Cfa's colleagues at Waterfield Advisors?

Arun Prakash, Cfa's colleagues at Waterfield Advisors include Rahul Dey, Shilpa Dadhich, Aanchal Mehta, Ca Samyak Baranth, and Rupesh Holani.

How can I contact Arun Prakash, Cfa?

You can use AeroLeads to view verified contact signals for Arun Prakash, Cfa at Waterfield Advisors, including work email, phone, and LinkedIn data when available.

What schools did Arun Prakash, Cfa attend?

Arun Prakash, Cfa holds Cfa, Investment Portfolio Management from Cfa Institute.

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