Invest Buddy
This Venture is a brain child of Praveen Goel. Praveen Goel is an alumnus of Delhi Public School Ghaziabad and has done his MBA from IMT Ghaziabad with specialization in Finance and Marketing. He is also a Chartered of Indian Institute of Bankers (CAIIB) and have completed certification from National Institute of Securities Management. He has worked with Premier Banks like HDFC Bank and IndusInd Bank for 17 Years as Vice President. He has worked in various Banking Domain viz Corporate Banking / Retail Banking/ Foreign Exchange / Operations and Wealth Management. He has long drawn experience in Wealth Management and investments products Portfolio Management: Impart Advisory Services on Portfolio Management / Asset Allocation Right Investments: Facilitates Investments in Equities and Mutual Funds Taxation: Provides Clarity and Advice on Income Tax for Individuals Loans: Facilitates Industrial Finance / Home Loans and Loan Against Property
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Top roles at Invest Buddy
3 distinct titles indexed · top 3 shown.
- 1founder & ceo
- 1founder and ceo of invest buddy | amfi-registered mutual fund distributor (mfd) | pfrda registered retirement advisor | ex-banker with 20+ years of experience
- 1iim rohtak ipm’27 | cfa level 1 cleared
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