Prateekshaa CFP®: Email & Phone Number
Opt-OutPosition:
Senior Associate - Investment Analyst at Entrust Family Office
Location:
Bengaluru, Karnataka, India
Found email addresses for Prateekshaa CFP®:
Found phone for Prateekshaa CFP®:
A different Prateekshaa CFP®?
Sign up to search for other Prateekshaa CFP®'s across our 850M+ professionals databaseWork Experience 2 years
Jan 2026 - Current
Apr 2025 - Oct 2025
Jun 2024 - Mar 2025
Their professional focus is Customer Relationship Management (CRM), Education Planning, and Estate Planning across 3 core areas.
Prateekshaa holds NISM XB - Investment Advisor Level 2, NISM XA - Investment Advisor Level 1, and Certified Financial Planner (CFP) certifications and has been awarded Emerging Star Award – Analyst, Achievers Award 2024, and Mahatma Gandhi Merit Scholarship Award
Education
Master of Business Administration - MBA at Kumaraguru College of Technology
Skills
Education Planning, Customer Relationship Management (CRM), Estate PlanningOther employees at Entrust Family Office
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