Pratyush Financial Management Services
Pratyush Financial Management At A Glance
Established On: June 2022
Founder: Amandeep Singh Sasan
Number of Satisfied Customers: 57 and still growing
Who is Amandeep Singh Sasan
- NAME: Amandeep Singh Sasan
- CURRENT POSITION: Financial Advisor at My Financial Services for 1 year.
- BANKING INDUSTRY EXPERIENCE: 8 years.
- PREVIOUS EMPLOYMENTS:
Kotak Mahindra Bank: November 2014 – January 2019.
HDFC Bank: February 2019 – May 2022. - EXPERTISE AREAS: Investments, retirement planning, loans, banking solutions, customer services, estate planning, and taxation.
- APPROACH TO FINANCIAL PLANNING: Tailored guidance and advice based on clients’ needs.
- ACCESSIBILITY: Pride in being accessible to all clients.
- DEEP KNOWLEDGE AND LEARNING: Accumulated over 10 years in the financial market.
- BUSINESS VENTURE: Started own firm named Pratyush Financial Management Services in June 2022.
- VISION: Providing financial freedom and educating customers about financial instruments with a customer-centric approach based on their profiling.