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Pranav Bhattad Email & Phone Number
CSO
at
Momentum Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
CSO
Location
Greater Perth Area, Australia
Company size
Who is Pranav Bhattad? Overview
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Quick answer
Pranav Bhattad is listed as CSO at Momentum Planning, a with 6 employees, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Pranav Bhattad.
Pranav Bhattad previously worked as Financial Advisor Assistant at Affluence Private Wealth and Investment Research at Reserve Wealth Financial Services. Pranav Bhattad holds Graduate Diploma In Financial Planning, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at Momentum Planning
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Momentum Planning
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Profile bio
About Pranav Bhattad
Ambitious and self-driven professional with several years of experience in financial services industry. Possess strong analytical skills, ability to work under tight deadlines, excellent interpersonal communication skills, and a passion for providing sound advice on financial products. Seeking opportunities to expand my knowledge base and broaden my network within the field of Finance & Wealth Management where I am able to put my knowledge and experiences into practice whilst learning new ones. My career objective is to become a well rounded professional in the financial industry
Listed skills include Microsoft Office, Marketing Communications, Marketing, Marketing Strategy, and 2 others.
Current workplace
Pranav Bhattad's current company
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Momentum Planning
4 roles
Pranav Bhattad work experience
A career timeline built from the work history available for this profile.
Financial Advisor Assistant
Investment Research
1. Conducting basic investment analysis of markets and investment products and instruments by conducting historical trend analysis, ratio analysis and risk analysis calculating Sharpe ratio, Beta, Standard deviation, R – Squared and other required parameters.2. Developing and maintaining financial models and database (MS – Excel) for Australian Equities, Bonds, Managed Funds, Exchange Traded Funds (ETF) and other investment products.3. Obtaining information on market conditions and companies’ financial data to facilitate investment decision – making by the financial adviser.4. For the Reserve Wealth Model portfolios – a. Calculating and maintaining historical portfolio return numbers. b. Conducting basic portfolio analysis and benchmark comparison. c. Prepare reports for internal portfolio performance assessment.5. Monitor and analyze existing client portfolios to facilitate asset re-balancing by calculating risk return trade off.6. Actively participating in weekly investment research and portfolio management meetings as well as regular Investment Framework meetings.
Jan 2019 - Mar 2021
Intern
Feb 2017 - Mar 2017
7 education records
Pranav Bhattad education
Graduate Diploma In Financial Planning, Financial Planning And Services
Foundation Program, Accounting
Cpa Australia Program
Master’S Degree, Finance And Banking
Bachelor’S Degree, Business Administration
Amity University
Certificate, International Business/Trade/Commerce
Amity Institute Of Higher Education
High School, Economics, Commerce And Civics
St. Mary'S Junior College
High School
Ivy League Academy
FAQ
Frequently asked questions about Pranav Bhattad
Quick answers generated from the profile data available on this page.
What company does Pranav Bhattad work for?
Pranav Bhattad works for Momentum Planning.
What is Pranav Bhattad's role at Momentum Planning?
Pranav Bhattad is listed as CSO at Momentum Planning.
Where is Pranav Bhattad based?
Pranav Bhattad is based in Greater Perth Area, Australia while working with Momentum Planning.
What companies has Pranav Bhattad worked for?
Pranav Bhattad has worked for Momentum Planning, Affluence Private Wealth, Reserve Wealth Financial Services, and Mr Wealth Pty Ltd..
How can I contact Pranav Bhattad?
You can use AeroLeads to view verified contact signals for Pranav Bhattad at Momentum Planning, including work email, phone, and LinkedIn data when available.
What schools did Pranav Bhattad attend?
Pranav Bhattad holds Graduate Diploma In Financial Planning, Financial Planning And Services from Kaplan Professional.
What skills is Pranav Bhattad known for?
Pranav Bhattad is listed with skills including Microsoft Office, Marketing Communications, Marketing, Marketing Strategy, Customer Service, and Strategic Planning.
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