Neeraj Pruthi

Neeraj Pruthi Email and Phone Number

Founder & Managing Partner-Dr.Funds @ Dr.Funds ( Your Private Wealth Doctor )
Neeraj Pruthi's Location
Gurgaon, Haryana, India, India
Neeraj Pruthi's Contact Details

Neeraj Pruthi work email

Neeraj Pruthi personal email

About Neeraj Pruthi

Neeraj is a senior management professional from India's financial services sector and is based at Delhi. Neeraj has worked for India's top financial services distribution companies and has handled senior management roles in Mutual fund,Insurance,Equity trading, life, General insurance & Real Estate and has served both in B2B and B2C platforms. Neeraj is a MBA (Marketing).

Neeraj Pruthi's Current Company Details
Dr.Funds ( Your Private Wealth Doctor )

Dr.Funds ( Your Private Wealth Doctor )

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Founder & Managing Partner-Dr.Funds
Neeraj Pruthi Work Experience Details
  • Dr.Funds ( Your Private Wealth Doctor )
    Founder & Managing Partner
    Dr.Funds ( Your Private Wealth Doctor ) Aug 2015 - Present
    New Delhi Area, India
    ” Dr.Funds is founded by a young and energetic team where a founding team individually holds more than 2 decades of individual experience in Managing wealth for affluent and NRI’s. “Dr.Funds believes India has seen enough of financial chemists where priority has always been product selling instead of need based approach. Team Dr.Funds carry a vision of becoming white sheep of the industry by bringing ethical and transparent practices in Wealth Management business.Dr.Funds is currently managing wealth of over 1000+ individuals and 200+ crore of Assets. Dr.Funds only approach towards managing wealth is through proper financial diagnosis with the help of scientific financial planning approach.Team Dr Funds Truly believe in a quote by Bill Gates "If you are born poor its not your mistake, But if you die poor its your mistake therefore Team Dr Funds strive hard to grow our clients wealth to make them richer".
  • Ifan Finserv Pvt Ltd.
    Senior Vice President-Real Estate
    Ifan Finserv Pvt Ltd. May 2014 - Jul 2015
    New Delhi Area, India
    IFAN Finsev is India's first web based 'Broker Dealer Network' platform for financial advisors and investors. It offers all range of asset classes and financial product to its associates and Investors. At IFAN our endeavor is to provide best quality services and a very robust platform to do financial services business to its advisors to enhance their business, volume, service standards and Profitability. The latest addition in IFAN offering to its associates is Real Estate Distribution Services. As a product head i was responsible for driving real estate distribution through IFAN all India associate network.
  • Bajaj Capital Ltd
    Vp And Head Real Estate
    Bajaj Capital Ltd Jul 2012 - Apr 2014
    New Delhi Area, India
    Responsible for Development of Real Estate as a Product through Direct Team as Well as through Bajaj Capital Channel.
  • Bajaj Capital Ltd
    National Sales Head- Just Trade
    Bajaj Capital Ltd Oct 2007 - Jun 2012
    New Delhi Area, India
    Was Responsible for Driving Sales of Trading Cum Demat A/cs through a Mix of Direct Team and as Well as Through Bajaj Capital All India Network.
  • Bajaj Capital Ltd
    Avp-La Premier
    Bajaj Capital Ltd Apr 2006 - Sep 2007
    New Delhi Area, India
    La Premier is a Wealth Management Group at Bajaj Capital Ltd. Led a 10 Member Team. Responsibility Includes AUA Creation Along with Profitability
  • Bajaj Capital Ltd
    Brach Head- Yusuf Sarai
    Bajaj Capital Ltd Jan 2003 - Mar 2006
    New Delhi Area, India
    During My Tenure branch recahed to new heights and was always among top 3 Branches across 120+ Branches in the Country. Led from Front with Big Ticket Insurance Sales and Mutual Fund AUM Creation. Yusuf Sarai Team Was Highest Incentive Grosser year after year continuesly for 3 Years.
  • Bajaj Capital Ltd
    Product Head Life Insurance
    Bajaj Capital Ltd Feb 2002 - Dec 2002
    New Delhi Area, India
    Was Responsible for Driving Ilfe Insurance Sales Through Bajaj Capital Network. Role Includes Trainings, Joint Calls, Contest, Policy Issuance, Liasoning with LIC etc...
  • Bajaj Capital Ltd
    Asstt Branch Manager- Vasant Kunj
    Bajaj Capital Ltd Nov 1999 - Jan 2002
    New Delhi Area, India
    Started as Executive and Got Promoted to Asstt Branch Head in short span of time. Had Various Achievement from Max no of sales in a day to max no of sales in a month. Played an instumental Role in making Branch India's Top Branch.

Neeraj Pruthi Skills

Wealth Management Mutual Funds Investments Portfolio Management Team Management Relationship Management Equities Insurance Financial Services Strategic Financial Planning Capital Markets Investment Advisory Real Estate Sales Management Derivatives Financial Markets Selling Business Development Asset Management Business Strategy Financial Planning Institutional Sales Customer Relationship Management Structured Products Personal Financial Planning Business Analysis New Client Acquisitions Advising Clients Banking Finance Leadership Crm Negotiation Risk Management Business Planning Market Research Investment Banking

Neeraj Pruthi Education Details

Frequently Asked Questions about Neeraj Pruthi

What company does Neeraj Pruthi work for?

Neeraj Pruthi works for Dr.funds ( Your Private Wealth Doctor )

What is Neeraj Pruthi's role at the current company?

Neeraj Pruthi's current role is Founder & Managing Partner-Dr.Funds.

What is Neeraj Pruthi's email address?

Neeraj Pruthi's email address is ne****@****ail.com

What schools did Neeraj Pruthi attend?

Neeraj Pruthi attended Symbiosis College Of Arts & Commerce, Deen Dayal Upadhyaya College, Karam Pura, New Delhi.

What skills is Neeraj Pruthi known for?

Neeraj Pruthi has skills like Wealth Management, Mutual Funds, Investments, Portfolio Management, Team Management, Relationship Management, Equities, Insurance, Financial Services, Strategic Financial Planning, Capital Markets, Investment Advisory.

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