Prathi Rajguru
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Prathi Rajguru Email & Phone Number

Analyst, Paraplanner at Russell Investments
Location: Mumbai, Maharashtra, India 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Russell Investments
Role
Analyst, Paraplanner
Location
Mumbai, Maharashtra, India
Company size
1931 employees

Who is Prathi Rajguru? Overview

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Quick answer

Prathi Rajguru is listed as Analyst, Paraplanner at Russell Investments, a with 1931 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Prathi Rajguru.

Prathi Rajguru previously worked as Intern at V R Wealth Advisors Pvt Ltd and Client Servicing at T&M Services Consultant Pvt Ltd. (With Client - Kotak Private Banking). Prathi Rajguru holds Master Of Science - Msc, Finance from Anil Surendra Modi School Of Commerce (Asmsoc).

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Email format at Russell Investments

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Russell Investments

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Profile bio

About Prathi Rajguru

Passionate Finance Enthusiast | Pursuing MSc in Finance at NMIMS UniversityHello! Welcome to my LinkedIn profile. I'm deeply passionate about the world of finance and dedicated to refining financial strategies for success. Currently, I am on a quest for knowledge and excellence as I pursue my Masters in Science (Finance) at NMIMS University.My current academic journey is focused on gaining a comprehensive understanding of finance, honing analytical skills, and staying up-to-date with industry trends. I believe in the transformative power of education, and I'm excited to apply my knowledge to real-world financial challenges.During my tenure as an MIS Executive at T&M Services Consultant Pvt Ltd, working with Kotak Private Banking. In my role, I specialize in overseeing client investments made through external sources, ensuring that our organization maintains a comprehensive understanding of their performance.As an Associate, Transaction Manager at Endovia Financial Services Private Limited, I delved into the world of financial services, gaining valuable experience in transaction management and financial operations. For my role, I oversaw and managed transactions, ensuring compliance with regulatory guidelines and adherence to best practices. Built strong relationships with clients and internal stakeholders, fostering a collaborative and client-focused environment.

Current workplace

Prathi Rajguru's current company

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Russell Investments
Russell Investments
Analyst, Paraplanner
Mumbai, MH, IN
Website
russellinvestments.com
Employees
1931
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4 roles

Prathi Rajguru work experience

A career timeline built from the work history available for this profile.

Intern

V R Wealth Advisors Pvt Ltd

Mumbai, Maharashtra, India

As a Financial Planning and Research Intern, I mapped client assets and conducted detailed analyses of their current financial status to help achieve strategic financial goals. I performed monthly research and analysis of mutual funds to optimize investment strategies. Additionally, I created attribution reports to assess mutual fund performance, providing valuable insights to enhance investment outcomes.

Client Servicing

T&M Services Consultant Pvt Ltd. (With Client - Kotak Private Banking)

Mumbai, Maharashtra, India

As an MIS Executive in Client Servicing, I focused on monitoring client investments sourced from third-party channels to ensure optimal performance. I regularly updated the team with key performance metrics and insights, enabling informed decision-making. Additionally, I standardized financial statements to extract valuable investment insights, enhancing overall reporting and analysis processes.

Dec 2022 - Jun 2023

Transaction Manager

Endovia Family Office

Mumbai, Maharashtra, India

As an Associate, Transaction Manager, I specialized in cultivating and managing strong client relationships by understanding their unique financial goals. I was responsible for sourcing and processing tailored investment products to align with client needs. My expertise extended to evaluating risk profiles and providing well-informed investment advice on mutual funds, life insurance, and portfolio management services (PMS). By delivering exceptional service and fostering trust, I consistently… Show more As an Associate, Transaction Manager, I specialized in cultivating and managing strong client relationships by understanding their unique financial goals. I was responsible for sourcing and processing tailored investment products to align with client needs. My expertise extended to evaluating risk profiles and providing well-informed investment advice on mutual funds, life insurance, and portfolio management services (PMS). By delivering exceptional service and fostering trust, I consistently enhanced client satisfaction and long-term engagement. Show less

Nov 2021 - Nov 2022
Team & coworkers

Colleagues at Russell Investments

Other employees you can reach at russellinvestments.com. View company contacts for 1931 employees →

TB Thomas Boyd, Cfa Thomas Boyd, Cfa Colleague at Russell InvestmentsSeattle, Washington, United States View → JG Jim Guilfoil Jim Guilfoil Colleague at Russell InvestmentsSeattle, Washington, United States View → AH Andrea Hood Andrea Hood Colleague at Russell InvestmentsNew York, United States View → RM Rich Mcentee Rich Mcentee Colleague at Russell InvestmentsTacoma, Washington, United States View → AY Antony Yarbrough Antony Yarbrough Colleague at Russell InvestmentsSouth Windham, Connecticut, United States View → DK Dylan Kelly, Cfa, Caia Dylan Kelly, Cfa, Caia Colleague at Russell InvestmentsGreater Seattle Area, United States View → RW Rebecca Wright Rebecca Wright Colleague at Russell InvestmentsUnited Kingdom View → CW Craig W. Craig W. Colleague at Russell InvestmentsGreater Sydney Area, Australia View → KM Kim Mcpherson Kim Mcpherson Colleague at Russell InvestmentsGreater Sydney Area, Australia View → SE Suzy Esposito Suzy Esposito Colleague at Russell InvestmentsTacoma, Washington, United States View →
2 education records

Prathi Rajguru education

Bachelor'S Degree, Banking And Insurance

Sies College Of Commerce & Economics
FAQ

Frequently asked questions about Prathi Rajguru

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

What company does Prathi Rajguru work for?

Prathi Rajguru works for Russell Investments.

What is Prathi Rajguru's role at Russell Investments?

Prathi Rajguru is listed as Analyst, Paraplanner at Russell Investments.

Where is Prathi Rajguru based?

Prathi Rajguru is based in Mumbai, Maharashtra, India while working with Russell Investments.

What companies has Prathi Rajguru worked for?

Prathi Rajguru has worked for Russell Investments, V R Wealth Advisors Pvt Ltd, T&M Services Consultant Pvt Ltd. (With Client - Kotak Private Banking), and Endovia Family Office.

Who are Prathi Rajguru's colleagues at Russell Investments?

Prathi Rajguru's colleagues at Russell Investments include Thomas Boyd, Cfa, Jim Guilfoil, Andrea Hood, Rich Mcentee, and Antony Yarbrough.

How can I contact Prathi Rajguru?

You can use AeroLeads to view verified contact signals for Prathi Rajguru at Russell Investments, including work email, phone, and LinkedIn data when available.

What schools did Prathi Rajguru attend?

Prathi Rajguru holds Master Of Science - Msc, Finance from Anil Surendra Modi School Of Commerce (Asmsoc).

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