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Paramjeet S. — Experience of more than 27 years in MNC Bank, Indian Banks, and Multi-Family Office Wealth Setups · PRP Professional Edge Associates Pvt Ltd · Mumbai, Maharashtra, India.
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About
I have overall diversified work experience of 27 years and above 18 years of experience in Products and Advisory Services with Wealth Management/ Private Banking/ Financial Services divisions of top multinational and Indian Banks such as BNP Paribas, Axis Bank, Kredere (Multi Family Office Wealth Management) and HDFC Bank.
Have experience and proficiency in Equity, Debt, Derivatives, Structured Products and other Alternate assets, with Mutual Funds/ PMS/ Alternate Funds platforms.
I have experience in advising clients across the spectrum from Retail to Ultra HNI & Corporate segment.
I have the ability to independently manage assignments and effectively merge the business and people priorities of the organization to ensure quality output.
Experience
Co-FounderCurrent
Moolaah · Mumbai
Nov 2021 – Present
President
PRP Professional Edge Associates Pvt Ltd · Mumbai
Nov 2021 – Mar 2026
President - Wealth & Products
Skills
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