Financial Advisor with over 20 years of chronicle accomplishments in Investment Advisory & Banking for Globally Respected Organizations.Over the years I've built up deep understanding of the dynamic business environment and have attained success in achieving revenue, profit and business growth objectives. Specialize in acquiring and managing UHNWI class of investors and have acquired deeper knowledge on various investment avenues.Specialties: Relationship Management & Investment Advisory
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PartnerO3 Wealth & Asset Management Nov 2022 - PresentMumbaiPrivate Wealth Management for Ultra High NetWorth Families and Corporates. -
Associate PrincipalIifl Wealth Apr 2020 - Nov 2022Mumbai, Maharashtra, India -
Account DirectorL&T Capital Aug 2012 - Apr 2020Mumbai Area, IndiaPrivate Wealth Management for Ultra High NetWorth Families and Corporates.
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Private Banker, Axis PriveeAxis Bank 2009 - Aug 2012 -
Vp - Wealth ManagementHsbc Nov 2005 - Apr 2009 -
Van Gogh Preferred Banking, RmAbn Amro Jun 2004 - Oct 2005 -
Territory Sales ManagerCitigroup Global Serives Ltd Apr 2003 - May 2004
Pragya Soni Education Details
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Marketing -
Economics, Elective English
Frequently Asked Questions about Pragya Soni
What company does Pragya Soni work for?
Pragya Soni works for O3 Wealth & Asset Management
What is Pragya Soni's role at the current company?
Pragya Soni's current role is Private Wealth.
What schools did Pragya Soni attend?
Pragya Soni attended Jai Narain Vyas University, Jai Narain Vyas University.
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Pragya Soni
Grievances Spoc | Ug Placement Committee At Svkm'S Narsee Monjee Institute Of Management Studies (Nmims), BangaloreBengaluru -
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