Prathi Rajguru Email & Phone Number
Who is Prathi Rajguru? Overview
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Prathi Rajguru is listed as Analyst, Paraplanner at Russell Investments, a company 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).
Email format at Russell Investments
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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.
Prathi Rajguru's current company
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Prathi Rajguru work experience
A career timeline built from the work history available for this profile.
Intern
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.
Client Servicing
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.
Transaction Manager
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.
Colleagues at Russell Investments
Other employees you can reach at russellinvestments.com. View company contacts for 1931 employees →
Вит Зем
Colleague at Russell InvestmentsUkraine, Ukraine
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SW
Shelley Wetter
Colleague at Russell InvestmentsSeattle, Washington, United States, United States
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MJ
Mary Jablonski
Colleague at Russell InvestmentsElmhurst, Illinois, United States, United States
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RW
Royce Weisenberger, Cfa
Colleague at Russell InvestmentsSammamish, Washington, United States, United States
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LM
Lavisaloma Movasakeliba
Colleague at Russell InvestmentsAfghanistan, Afghanistan
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BL
Beth Lewis
Colleague at Russell InvestmentsMeridian, Idaho, United States, United States
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MR
Megan Roach, Cfa
Colleague at Russell InvestmentsIssaquah, Washington, United States, United States
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LH
Leigh Hagen
Colleague at Russell InvestmentsGig Harbor, Washington, United States, United States
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AL
Adam Lacey
Colleague at Russell InvestmentsLondon, England, United Kingdom, United Kingdom
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BF
Brian Frick
Colleague at Russell InvestmentsRenton, Washington, United States, United States
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Prathi Rajguru education
Master Of Science - Msc, Finance
Bachelor'S Degree, Banking And Insurance
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 Вит Зем, Shelley Wetter, Mary Jablonski, Royce Weisenberger, Cfa, and Lavisaloma Movasakeliba.
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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