Prism Wealth
Prism Wealth is a trusted financial planning firm. Our objective is to create wealth for our clients by managing their investment portfolios. Our core principle is to educate the clients and help them take better, informed investment decisions. Money management is a skill and it does not come easy, it requires in depth research of the financial markets. Our team at Prism Wealth has a niche for research analysis and accordingly advise clients about various investment avenues based on their financial goals. We are appreciated, known and respected by our clients and the industry for our unique business model and our unbiased advice. Thereby our biggest strength is our clients as our growth lies in their growth.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
Sign up free to see all 6 verified contacts at Prism Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AT
Aman Taneja
Wealth Manager · Finance & Accounting
EmailPhone - ED
Evon Das
Marketing Intern · Advertising & Marketing
EmailPhone - SK
Suraj Kumar Jha
Management Trainee Wealth · Other
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Prism Wealth
6 distinct titles indexed · top 6 shown.
- 1investment consultant intern
- 1management trainee wealth
- 1marketing intern
- 1operations manager
- 1wealth management advisor
- 1wealth manager
Sign up to unlock all 6 contacts at Prism Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Prism Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.