Managing Partner
Current
Sep 2024 - Present
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Prashanth Jogimutt Email & Phone Number
Mutual Funds, Investments & Insurance in Bangalore | NRI Investment | Helping Indian doctors & professionals in investing & systematically managing their investments to generate passive income & build retirement corpus
at
Jogimutt Enterprises LLP
1 work email found
@misys.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Mutual Funds, Investments & Insurance in Bangalore | NRI Investment | Helping Indian doctors & professionals in investing & systematically managing their investments to generate passive income & build retirement corpus
Location
Bengaluru, Karnataka, India
Who is Prashanth Jogimutt? Overview
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Quick answer
Prashanth Jogimutt is listed as Mutual Funds, Investments & Insurance in Bangalore | NRI Investment | Helping Indian doctors & professionals in investing & systematically managing their investments to generate passive income & build retirement corpus at Jogimutt Enterprises LLP, based in Bengaluru, Karnataka, India. AeroLeads shows a work email signal at misys.com and a matched LinkedIn profile for Prashanth Jogimutt.
Prashanth Jogimutt previously worked as Managing Partner at Jogimutt Enterprises Llp and Founder at Finvest India. Prashanth Jogimutt holds Finance from The Institute Of Chartered Accountants Of India.
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{first}.{last}@misys.com
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Profile bio
About Prashanth Jogimutt
With over 24 years of experience in finance and accounting, I am a seasoned professional who can provide strategic and operational solutions to clients in Bangalore & worldwide across various domains and industries. 🚀 Empowering Your Financial Future! 📈As the Founder and Financial Partner of Finvest India, I spearhead the approach to providing comprehensive financial solutions tailored to your needs. With a diverse portfolio of services spanning investment strategies, risk assessment, life insurance, health insurance, corporate insurance services, personal finance management, portfolio management, and mutual funds, we are committed to delivering excellence and exceeding your expectations.🔍 Our Approach:We understand that each client's financial journey is unique. That's why we prioritize personalized service, working closely with you to develop strategies that align with your requirements, risk tolerance, and aspirations. Whether you're an individual investor seeking to optimize your portfolio, a business owner looking to mitigate risks, or a corporation in need of expert financial advice, we have the expertise and resources to guide you every step of the way.💼 Services Offered:Investment Products: Tailored investment approach to maximize returns and minimize risk.Risk Assessment: Thorough evaluation of potential risks and mitigation strategies.Insurance Solutions: Comprehensive coverage options to safeguard your assets and loved ones.Corporate Insurance Services: Anchor between Business clients and Insurance companies to provide a seamless experience in solutioning for the Corporate Insurance requirements.Personal Finance Management: Customized financial assessments to help you achieve your short- and long-term goals.Portfolio Management: Proactive management of investment portfolios to optimize performance.Mutual Funds: Access to a diverse range of mutual funds to suit your investment objectives.🤝 Let's Connect:Whether you're a seasoned investor or new to the world of finance, I invite you to connect with me to explore how I can support your financial goals. Together, we can chart a course towards a brighter financial future!#FinvestIndia #FinancialServices #Investment #Insurance #PortfolioManagement #MutualFunds #PersonalFinance #CorporateServices #RiskAssessment #EmpowerYourFuture #lifeinsurance #healthinsurance #terminsurance #mutualfunddistibutor #pensionplans #annuity plansAMFI Registered Mutual Fund Distributor
Listed skills include Ms Office, Ms Project, Ms Visio, Mis Reporting, and 36 others.
Current workplace
Prashanth Jogimutt's current company
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15 roles
Prashanth Jogimutt work experience
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Founder
CurrentComprehensive Financial Assessments: Provide financial assessments tailored to individual needs. This includes budgeting, saving, retirement assessments, tax plans, and estate planning.Investment Management: Manage investment portfolios, selecting appropriate investment vehicles, and asset allocation strategies based on risk tolerance and financial assessments.Education and Guidance: Educate clients about financial concepts, investment options, and market trends, empowering them to make informed decisions about their finances.Retirement Assessments: Assist clients in setting retirement goals, estimating retirement expenses, and creating retirement income strategies through pension plans and other retirement accounts.Tax Planning: Strategies to minimize tax liabilities through tax-efficient investment strategies.Best Insurance Agent in Bangalore:Insurance Needs Analysis: Assess clients' insurance needs by evaluating factors such as age, income, dependents, debts, and financial needs - recommending life insurance, health insurance and other insurances.Underwriting Assistance: Help clients navigate the insurance application and underwriting process, ensuring accurate completion of paperwork and compliance with underwriting requirements.Policy Reviews and Updates: Conduct periodic reviews of clients' insurance policiesClaims Assistance: Assist clients in filing insurance claimsRisk Management: Provide guidance on risk management strategies, such as bundling insurance policies, increasing deductibles, and implementing loss prevention measures to mitigate insurance risks.Education and Advice: Educate clients about insurance concepts, policy features, and coverage options, empowering them to make informed decisions about their insurance protection.By offering these comprehensive services, I play crucial roles in helping individuals and businesses achieve their financial goals, manage risks, and secure their financial futures.
Dec 2022 - Present
Founder, Financial Partner
Prashanth Jogimutt is the Founder of Finvest India, one of the leading financial service providers in Bangalore. We offer a wide range of services including Financial Assessment, Risk management, Investment and Insurance, we cater to Individuals and businesses with tailored solutions to meet their unique financial needs. Finvest India offers a variety of investment products such as Mutual Funds, all Insurances & Fixed Income Investments. Provide transparent and ethical investment solutions that aim to maximize returns while minimizing risks.Finvest India offers Valuable Investment Services &1. Has expertise in Financial and related services required to provide you with a seamless experience2. Is in pace with the growing complexity of your needs by constantly upgrading our resources and capabilities3. Is known for making investing simpler and more profitable for investors4. Offers a wide range of products & services under one roof, for the convenience and benefit of our investors5. Our Diversified Approach helps in achieving your requirements seamlessly while overcoming inflation.AMFI Registered Mutual Fund DistributorMutual Fund Selection: As a Mutual Fund distributor, I help clients choose mutual funds that align with their investment objectives, risk tolerance, and time horizon.Portfolio Analysis: Analyze existing mutual fund portfolios to assess performance, risk exposure, and diversification, recommending adjustments or reallocations as needed.Risk Management: Assist clients in managing investment risks by diversifying across various asset classes, sectors, and geographic regions.Goal-Based Investing: Help clients establish investment goals and develop customized mutual fund strategies to achieve those goals, whether it's retirement planning, wealth accumulation, or education funding.
May 1999 - Dec 2022
Member
CurrentAs an active member of the BNI Networking group, I collaborate with a dynamic network of professionals across various industries to exchange referrals, build relationships, and support business growth. BNI has provided me with an invaluable platform to expand my connections, sharpen my leadership skills, and contribute to the success of fellow members.
Nov 2022 - Present
Avp Finance
Conneqt Business Solutions - A Quess Corp Company - Shared Services Leader, Project Management, Outsourcing, Transformation, multiple Tower Head
Apr 2020 - Dec 2022
Oct 2019 - Mar 2020
Jan 2019 - Sep 2019
Senior Manager
Dec 2017 - Nov 2018
Finance Manager
Jun 2017 - Nov 2017
Finance Manager
Feb 2014 - Jun 2017
Manager - Finance
Jun 2013 - Feb 2014
Assistant Manager - Finance
Jun 2008 - Jun 2013
Assistant Manager - Finance
Sep 2006 - Jun 2008
Jul 2003 - Sep 2006
Audit Assistant
S Janardhan And Associates, Chartered Accountants Bangalore
Audits, Accounting, General Ledger Accounting, Taxation
May 1999 - Nov 2001
3 education records
Prashanth Jogimutt education
B.Com, Finance, Accounts
FAQ
Frequently asked questions about Prashanth Jogimutt
Quick answers generated from the profile data available on this page.
What company does Prashanth Jogimutt work for?
Prashanth Jogimutt works for Jogimutt Enterprises LLP.
What is Prashanth Jogimutt's role at Jogimutt Enterprises LLP?
Prashanth Jogimutt is listed as Mutual Funds, Investments & Insurance in Bangalore | NRI Investment | Helping Indian doctors & professionals in investing & systematically managing their investments to generate passive income & build retirement corpus at Jogimutt Enterprises LLP.
What is Prashanth Jogimutt's email address?
AeroLeads has found 1 work email signal at @misys.com for Prashanth Jogimutt at Jogimutt Enterprises LLP.
Where is Prashanth Jogimutt based?
Prashanth Jogimutt is based in Bengaluru, Karnataka, India while working with Jogimutt Enterprises LLP.
What companies has Prashanth Jogimutt worked for?
Prashanth Jogimutt has worked for Jogimutt Enterprises Llp, Finvest India, Bni India Official, Quess Corp Limited, and Finastra.
How can I contact Prashanth Jogimutt?
You can use AeroLeads to view verified contact signals for Prashanth Jogimutt at Jogimutt Enterprises LLP, including work email, phone, and LinkedIn data when available.
What schools did Prashanth Jogimutt attend?
Prashanth Jogimutt holds Finance from The Institute Of Chartered Accountants Of India.
What skills is Prashanth Jogimutt known for?
Prashanth Jogimutt is listed with skills including Ms Office, Ms Project, Ms Visio, Mis Reporting, Transitions, Audit, Credit Risk, and Accounts Receivable.
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