Samiksha Jagtap
Wealth Manager at Proinvest Wealth Private Limited
Based in Pune Division, India
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Seniority
Manager
Department
Finance & Accounting
Location
Pune Division
Industry
Financial Services
Company size
8
Contact information
Reveal Samiksha's email and phone
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s•••••••@proinvestwealth.com
Phone
5 credits+91 ••• •••• ••••
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Background
About Samiksha Jagtap
I am a Wealth Manager specializing in personalized financial planning and investment advisory, helping clients grow, preserve, and manage their wealth. With a B.Sc. in Economics Honors (MIT, Pune) and an Executive MBA in Finance (Symbiosis, Pune), I apply strong analytical skills in financial markets and investment strategies. I have 4 years of experience as a Research Analyst at Fior Market Research, where I worked on market research reports and competitive analysis across industries. To deepen my investment expertise, I completed an Investment Analysis Cohort focused on Venture Capital, gaining hands-on experience in startup evaluation and financial modeling. As a certified NISM Series V-A Mutual Fund Distributor, I have sound knowledge of mutual fund products and regulatory practices. Currently, I help clients in building diversified portfolios aligned with their financial goals, offering solutions for wealth preservation, tax planning, and long-term growth. I am passionate about empowering individuals to make informed financial decisions and fostering long-lasting client relationships.
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