Prashanth Jogimutt Email and Phone Number
Prashanth Jogimutt work email
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Prashanth Jogimutt personal email
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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
Jogimutt Enterprises Llp
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Managing PartnerJogimutt Enterprises Llp Sep 2024 - PresentBengaluru, Karnataka, India
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FounderFinvest India Dec 2022 - PresentBengaluru, Karnataka, IndiaComprehensive 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. -
Founder, Financial PartnerFinvest India May 1999 - Dec 2022Bengaluru, Karnataka, IndiaPrashanth 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.
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MemberBni India Official Nov 2022 - PresentBengaluru, Karnataka, IndiaAs 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. -
Avp FinanceQuess Corp Limited Apr 2020 - Dec 2022Bengaluru, Karnataka, IndiaConneqt Business Solutions - A Quess Corp Company - Shared Services Leader, Project Management, Outsourcing, Transformation, multiple Tower Head -
General Manager FinanceQuess Corp Limited Oct 2019 - Mar 2020Bengaluru, Karnataka, IndiaShared Services
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Deputy General Manager FinanceQuess Corp Limited Jan 2019 - Sep 2019Bengaluru, Karnataka, IndiaShared Services
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Senior ManagerFinastra Dec 2017 - Nov 2018Bengaluru Area, India -
Finance ManagerFinastra Jun 2017 - Nov 2017Bengaluru, Karnataka, India
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Finance ManagerMisys Feb 2014 - Jun 2017 -
Manager - FinanceHerbalife Jun 2013 - Feb 2014Bangalore -
Assistant Manager - FinanceThomson Reuters Jun 2008 - Jun 2013Bangalore -
Assistant Manager - FinanceThomson Financial Sep 2006 - Jun 2008Bangalore -
Group LeadDell Jul 2003 - Sep 2006BangaloreCredit Analysis, Balance Sheet Reconciliation, Accounts Receivables, Projects -
Audit AssistantS Janardhan And Associates, Chartered Accountants Bangalore May 1999 - Nov 2001Audits, Accounting, General Ledger Accounting, Taxation
Prashanth Jogimutt Skills
Prashanth Jogimutt Education Details
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Finance, Accounts
Frequently Asked Questions about Prashanth Jogimutt
What company does Prashanth Jogimutt work for?
Prashanth Jogimutt works for Jogimutt Enterprises Llp
What is Prashanth Jogimutt's role at the current company?
Prashanth Jogimutt's current role is 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.
What is Prashanth Jogimutt's email address?
Prashanth Jogimutt's email address is jo****@****hoo.com
What schools did Prashanth Jogimutt attend?
Prashanth Jogimutt attended The Institute Of Chartered Accountants Of India, Institute Of Cost And Works Accountants Of India - Icwai, Bangalore University.
What are some of Prashanth Jogimutt's interests?
Prashanth Jogimutt has interest in Travelling, Adventure Sports.
What skills is Prashanth Jogimutt known for?
Prashanth Jogimutt has skills like Ms Office, Ms Project, Ms Visio, Mis Reporting, Transitions, Audit, Credit Risk, Accounts Receivable, Order To Cash, Finance, Internal Controls, Auditing.
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