Prashant Gilda Email & Phone Number

Hyderabad, Telangana, India

Hyderabad Area, India

Regional Head - Elite Wealth Group - JM Financials

Hyderabad Area, India

Currently Leading a team of Senior Investment Advisors at KPW – Hyderabad. Accountable for 1) Team Profitability i.e. managing P&L at the team Levels 2) Advising Right Set of Products and Creating Value to our Clients 3) Recruitment of Senior Advisors 4) Customer Satisfaction 5) Mentoring the Advisors to maximize their potential/ Productivity.

Hyderabad Area, India

Similar Role as Wealth advisor, However the Idea was to Acquire Ultra High Net-worth Individuals Clients. Apart from Traditional Investments options Like Mutual Funds, Direct Equity and Insurance. Idea was to provide customised solutions to the clients which Included Portfolio Management Services, Private Equity, High Yield Private Placements and Alternate Investment Funds.Trust & Wills and Succession Planing was also suggested to Ultra High Net-worth Clients.

Karvy Private Wealth

Karvy Financial Planning wing was merged with Karvy Private Wealth to Provide Holistic Services in Wealth Management Field. Key Roles as Wealth Advisor was to 1) Advise clients on various products like Mutual Funds, Direct Equity, Structured Products, Private Equity etc.. 2) Client Acquisition 3) Managing High Networth Individual Clients.

Hyderabad Area, India

Fee Based Financial Planning - service was to analyse Client financial health thoroughly and plans your investments goals through a road map for the future. Financial Planning secures all financial needs like children’s education, children’s marriage, retirement, and re-structures loans and tax optimization. Financial planning includes investment planning and wealth creation, insurance recommendation, liability management, retirement planning, expenses analysis, contingency planning and tax advisory. Idea was to suggest Investment based on Client Goals, Most Investment were done in Systematic Investment Plans of Mutual Funds and Insurance.