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Ravi Nagrani | SBR Prosperity Compass LLP | PuneRavi Nagrani | SBR Prosperity Compass LLP | Pune

Ravi Nagrani

SBR Prosperity Compass LLP•Pune,MH
Camp, Pune,
Pune, MH, 411001
Camp, Pune, Pune, MH, 411001
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About

Ravi Nagrani is the Co-Founder of The Prudent Investor and a Qualified Personal Finance Professional dedicated to empowering busy professionals, entrepreneurs, and NRIs to achieve financial freedom and security. With a proven track record of partnering with over 80 families to build their financial futures, he brings a deep understanding of the unique financial challenges faced by high-achievers. Ravi’s holistic approach to financial planning creates tailored strategies to build a robust financial foundation for clients, allowing them to focus on what truly matters. Having worked at companies like KPMG, ZS Associates, and a Tata Group company, Ravi understands firsthand the challenges and opportunities those working in the corporate world face. This experience equips him to provide tailored financial advice to help individuals achieve their goals and build a secure future.

Practice at a glance

15
Years of Experience
80
Families Served
₹70
Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Business & SME Owners, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Plan Retirement
Save Taxes
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 Ravi Nagrani.

30 Minute Q&A — Ask Me Anything
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