Pradeep (Ex SBI Wealth - Investment Specialist) has 15 years of experience in Wealth Management Industry.
Pradeep has done his MBA from Bharathiyar University, Coimbatore with specialization in Marketing and Finance.
Started his career in 2007, have worked with Tata AMC, Nippon AMC and Sundaram AMC. For the past 5 years, he has been expertise of Constructing and Managing Financial Portfolio for affluent families in various parts of India.
Mutual funds are investment vehicles that pool money from multiple investors
Mutual funds are investment vehicles that pool money from multiple investors
Portfolio management services (PMS) are professional investment services provided
Portfolio management services (PMS) are professional investment services provided
Alternative investment funds (AIFs) are investment vehicles that pool funds from
Alternative investment funds (AIFs) are investment vehicles that pool funds from
Shares or stock broking refers to the buying and selling of shares or stocks in
Shares or stock broking refers to the buying and selling of shares or stocks in
RBI Bonds, also known as Reserve Bank of India Bonds, are fixed-income securities
RBI Bonds, also known as Reserve Bank of India Bonds, are fixed-income securities
Debentures are long-term debt instruments issued by corporations or government entities to raise capital.
Debentures are long-term debt instruments issued by corporations or government entities to raise capital.
Real estate refers to property consisting of land and the buildings on it, along with the natural resources
Real estate refers to property consisting of land and the buildings on it, along with the natural resources
Life is a complex and diverse phenomenon that encompasses a wide range of experiences, activities, and events.
Life is a complex and diverse phenomenon that encompasses a wide range of experiences, activities, and events.
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The National Pension Scheme (NPS) is a voluntary, long-term retirement savings scheme introduced by the Government
The National Pension Scheme (NPS) is a voluntary, long-term retirement savings scheme introduced by the Government
Working with TRU Wealth has been a game-changer for my financial journey. Their expertise and guidance have helped me make smart investment decisions, plan for my retirement, and protect my assets. I highly recommend their services to anyone looking for a trusted financial advisor.
I can't thank TRU Wealth enough for their exceptional financial planning services. They took the time to understand my goals and tailored a comprehensive plan that has put me on track towards financial success. Their professionalism, knowledge, and personal approach have made all the difference.
Working with TRU Wealth has been a collaborative and empowering experience. They have helped me create a comprehensive financial plan that aligns with my values and long-term goals. Their professionalism, integrity, and dedication to their clients make them stand out in the industry.
Pradeep (Ex SBI Wealth - Investment Specialist) has 15 years of experience in Wealth Management Industry. Read More
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