Prerak Kumar Email & Phone Number

Delhi, India

-Played a key role in mutual funds and wealth management activities, assisting clients in devising customized financial solutions tailored to their specific needs and objectives.-Conducted in-depth research to produce diversified portfolio options, considering factors such as risk appetite, time horizon, and investment objectives to optimize client investment strategies.-Formulated comprehensive equity investment plans encompassing both short and long-term perspectives, leveraging analytical skills to identify opportunities and mitigate risks.-Conducted thorough research on stocks and various funds, utilizing predictive analysis techniques to forecast return values and inform investment decisions.-Collaborated closely with clients and internal teams to provide strategic insights and recommendations, contributing to the overall success and growth of Mentor Wealth's investment services.

Pune, Maharashtra, India

-Provided support in food grain inventory management and transportation logistics, contributing to efficient supply chain operations.-Assisted in data management for grain procurement, including monitoring government grain market pricing and analyzing market trends.-Developed a comprehensive understanding of metrics related to grain weighing and adhered to the "first in, first out" principle for food supply management.-Facilitated data entry tasks for accounts and effectively managed grain orders received from the District Magistrate office in the Pune region.-Collaborated with team members to ensure smooth operations and timely fulfillment of orders, gaining hands-on experience in a dynamic work environment within the food industry.

Bsc Economics, Economics

Education record

Senior Secondary