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Prachi Joshi - Panse | Pentagraph - Your Investment Partners | PunePrachi Joshi - Panse | Pentagraph - Your Investment Partners | Pune

Prachi Joshi - Panse

Pentagraph - Your Investment Partners•Pune,MH
404 Aashiyana, Opposite Bhandarkar Institute, Above ICICI Bank, Law college Road,Pune 411004,
Pune, MH, 411004
404 Aashiyana, Opposite Bhandarkar Institute, Above ICICI Bank, Law college Road,Pune 411004, Pune, MH, 411004
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About

I help families bring clarity, confidence and purpose to their financial lives. As part of Pentagraph Partners, a financial planning boutique, I take a holistic view of each family’s goals, cash flows, investments, debt and protection needs—connecting financial decisions with what matters most to them. An MBA in Finance and QPFP-certified professional, my focus is on building lasting financial well-being through personalised guidance and ongoing partnership.

Practice at a glance

8
Years of Experience
0
Families Served
₹0
Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹30,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors
Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Prachi Joshi - Panse.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check