Pranali Patel
Prama Gen Wealth•Ahmedabad,GJ
306, Pramukh Plaza complex, Opp. Ketav Petrolpump, Ambawadi. Ahmedabad,
Ahmedabad, GJ, 380015
306, Pramukh Plaza complex, Opp. Ketav Petrolpump, Ambawadi. Ahmedabad, Ahmedabad, GJ, 380015
About
Practice at a glance
15
Years of Experience
450
Families Served
₹15
Crores Managed
Practice Details
Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati, English
Qualification Completed
CA – Chartered Accountant
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
Gift City
Complimentary Services
Get any of the free services to experience working with Pranali Patel.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Retirement Readiness Check