Pratham Bhatt
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Pratham Bhatt Email & Phone Number

Founder at Pratham Bhatt Advisory at Pratham Bhatt Advisory
Location: Ahmedabad, Gujarat, India 3 work roles 2 schools
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Current company
Pratham Bhatt Advisory
Role
Founder at Pratham Bhatt Advisory
Location
Ahmedabad, Gujarat, India

Who is Pratham Bhatt? Overview

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Pratham Bhatt is listed as Founder at Pratham Bhatt Advisory at Pratham Bhatt Advisory, based in Ahmedabad, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Pratham Bhatt.

Pratham Bhatt previously worked as Founder at Pratham Bhatt Advisory and Financial Planning and Analysis Manager at Furnitech. Pratham Bhatt holds Master Of Business Administration - Mba, Finance, General from N R Institute Of Business Management (Gls Mba).

Profile bio

About Pratham Bhatt

As an MBA in Finance with hands-on experience in investment, financial planning, and advisory services, I bring a robust analytical skill set and strategic insight to financial roles. I began my career as an Investment Trainee at a mutual fund distributor company, where I honed my investment analysis and portfolio management skills. Subsequently, I served as a Financial Planning and Analysis professional at a private manufacturing firm, providing crucial financial insights and support for strategic decision-making.In June 2023, I founded a Financial Services Advisory, where I continue to offer tailored financial solutions and strategic advice to a diverse clientele. I am passionate about leveraging my expertise to drive financial performance and create value for organizations.I am currently open to new opportunities where I can contribute my financial acumen and strategic vision to a dynamic team.

Current workplace

Pratham Bhatt's current company

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Pratham Bhatt Advisory
Pratham Bhatt Advisory
Founder at Pratham Bhatt Advisory
3 roles

Pratham Bhatt work experience

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Founder

Current
Pratham Bhatt Advisory

• Established "Pratham Bhatt Advisory" in 2023, specializing in bespoke mutual fund advisory services designed to optimize client wealth management strategies. • Cultivated a discerning client roster of 50+ high-net-worth individuals and families through meticulous financial planning and customized investment solutions.• Distinguished for delivering superior client satisfaction by employing rigorous market analysis, risk assessment, and strategic asset allocation.• Upheld stringent regulatory compliance and ethical standards, fostering enduring client trust and loyalty through transparent communication and results-driven performance.

Jun 2023 - Present

Financial Planning And Analysis Manager

Furnitech

Ahmedabad, Gujarat, India

• Conducted detailed financial forecasting and budgeting analyses for operations.• Generated variance reports to improve cost efficiency and operational performance.• Collaborated cross-functionally on pricing strategies and profitability metrics.

Jul 2023 - Jun 2024

Finance Trainee

Investifyd

Ahmedabad, Gujarat, India

• Excelled as an Investment Trainee at INVESTIFYD, instrumental in acquiring and servicing a diverse client portfolio, ensuring high satisfaction through tailored financial solutions.• Collaborated effectively within a team environment, contributing to collective expertise in investment strategies and market analysis.• Acquired comprehensive knowledge in financial planning and investment management.

May 2023 - Jul 2023
2 education records

Pratham Bhatt education

FAQ

Frequently asked questions about Pratham Bhatt

Quick answers generated from the profile data available on this page.

What company does Pratham Bhatt work for?

Pratham Bhatt works for Pratham Bhatt Advisory.

What is Pratham Bhatt's role at Pratham Bhatt Advisory?

Pratham Bhatt is listed as Founder at Pratham Bhatt Advisory at Pratham Bhatt Advisory.

Where is Pratham Bhatt based?

Pratham Bhatt is based in Ahmedabad, Gujarat, India while working with Pratham Bhatt Advisory.

What companies has Pratham Bhatt worked for?

Pratham Bhatt has worked for Pratham Bhatt Advisory, Furnitech, and Investifyd.

How can I contact Pratham Bhatt?

You can use AeroLeads to view verified contact signals for Pratham Bhatt at Pratham Bhatt Advisory, including work email, phone, and LinkedIn data when available.

What schools did Pratham Bhatt attend?

Pratham Bhatt holds Master Of Business Administration - Mba, Finance, General from N R Institute Of Business Management (Gls Mba).

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