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.