Vinit Iyer, Cfa, Cfp

Vinit Iyer, Cfa, Cfp Email and Phone Number

Principal Officer and Managing Director @ Prudeno Wealth Advisors Pvt. Ltd.
Pune, MH, IN
Vinit Iyer, Cfa, Cfp's Location
Pune, Maharashtra, India, India
About Vinit Iyer, Cfa, Cfp

A result oriented finance professional with proven abilities in strategic financial planning, improving efficiency of investment assets and managing diverse portfolios. Hand-holding clients in seamlessly achieving financial goals with the least possible risk.

Vinit Iyer, Cfa, Cfp's Current Company Details
Prudeno Wealth Advisors Pvt. Ltd.

Prudeno Wealth Advisors Pvt. Ltd.

View
Principal Officer and Managing Director
Pune, MH, IN
Website:
prudenowealth.com
Employees:
6
Vinit Iyer, Cfa, Cfp Work Experience Details
  • Prudeno Wealth Advisors Pvt. Ltd.
    Principal Officer And Managing Director
    Prudeno Wealth Advisors Pvt. Ltd.
    Pune, Mh, In
    View
  • Prudeno Wealth Advisors Pvt. Ltd.
    Principal Officer & Managing Director
    Prudeno Wealth Advisors Pvt. Ltd. May 2023 - Present
    Pune, Maharashtra, India
    View
  • Finodemy Edutech Pvt. Ltd.
    Managing Director
    Finodemy Edutech Pvt. Ltd. Mar 2019 - Present
    Pune, Maharashtra, India
  • Wealth Creators Financial Advisors
    Co-Founder
    Wealth Creators Financial Advisors Aug 2015 - May 2023
    Pune, Maharashtra, India
    View
  • Bny Mellon
    Assistant Vice President
    Bny Mellon Jan 2010 - Aug 2015
    Pune, Maharashtra, India
    View
  • Wns Global Services
    Team Leader
    Wns Global Services Jun 2006 - Jan 2010
    Pune, Maharashtra, India
    View
  • Icici Bank
    Team Leader
    Icici Bank Jun 2004 - May 2006
    Pune, Maharashtra, India
    View
  • Hsbc
    Sr. Officer
    Hsbc Apr 2003 - May 2004
    Pune, Maharashtra, India
    View

Vinit Iyer, Cfa, Cfp Education Details

  • Cfa Institute
    Cfa Institute
    Investments And Securities
  • American Academy Of Financial Management, India
    American Academy Of Financial Management, India
    Wealth Management
  • Indian School Of Business And Finance
    Indian School Of Business And Finance
    Financial Planning
    View
  • Nowrosjee Wadia College
    Nowrosjee Wadia College
    First Class With Distinction
  • New English School
    New English School

Frequently Asked Questions about Vinit Iyer, Cfa, Cfp

What company does Vinit Iyer, Cfa, Cfp work for?

Vinit Iyer, Cfa, Cfp works for Prudeno Wealth Advisors Pvt. Ltd.

What is Vinit Iyer, Cfa, Cfp's role at the current company?

Vinit Iyer, Cfa, Cfp's current role is Principal Officer and Managing Director.

What schools did Vinit Iyer, Cfa, Cfp attend?

Vinit Iyer, Cfa, Cfp attended Cfa Institute, American Academy Of Financial Management, India, Indian School Of Business And Finance, Nowrosjee Wadia College, New English School.

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