Praneesh brings over eight years of experience in investment consulting, advising high-net-worth individuals, family offices, and institutional clients. He has worked at leading organisations including PwC, Redington, and St. James’s Place. As a Chartered Financial Analyst (CFA) Charterholder, Praneesh has deep investment expertise and a genuine passion for helping clients.
Praneesh believes that building long-term client relationships founded on trust and clear communication is essential. He takes the time to understand what truly matters to clients, working collaboratively to create effective financial plans that achieve their goals. His personable and caring nature, combined with strong technical expertise, makes him a valued partner for clients seeking to build and preserve their wealth.