At PraPratham Finserve, we operate within the realm of investment, advisory, and risk management solutions, aspiring to be recognized as the premier provider of financial services. Leveraging technology, we cater to diverse needs by offering personalized financial solutions and expert guidance. Our mission is to facilitate your financial aspirations, fostering a path towards enduring financial security with unwavering confidence. We distinguish ourselves through our capacity to empower you towards attaining financial independence and prosperity.

Targeting audiences across metro cities of India as well as tier 2 and 3 areas, we endeavor to educate individuals on the significance of prudent financial planning. Our goal is to positively transform lives through enhanced financial literacy and strategic wealth management. Join us at PraPratham Finserve and let us help you realize your dreams of financial growth and stability.

Mission

To positively impact our clients' financial journeys, helping them build a secure and prosperous future.

Vision

To be the premier provider of financial services, recognized for leveraging technology, delivering personalized solutions, and empowering clients to achieve financial independence and prosperity.

Core Values

Integrity
Innovation
Client-Centricity
Empowerment
Excellence

Philosophy & Ideology

The key to financial freedom is adjusting your investment portfolio with each decade of life. This ensures our strategy aligns with your evolving needs, leading you closer to achieving your dreams.

Aiming for substantial growth, coupled with consistent reviews and timely asset allocation, forms the unique blend that enriches our wealth.

This combination holds the key to maximizing the potential of our finances and ensuring they flourish over time.

Our Team

Sneha Amol Phadke

Director

Sneha is a Commerce graduate with an MBA in Banking and Finance, and holds JAIIB and CAIIB certifications. She has completed various IIBF courses and a Post Graduate Diploma in Psychotherapy and Counselling. With over 21 years of banking experience, she has held leadership roles, most recently as Chief Manager at TJSB Sahakari Bank Ltd. Her expertise in driving liability business and customer service, along with her counselling skills, enhance her ability to understand clients' emotional needs and requirements. Sneha's rich experience is a strong asset in mobilizing business for the company.

Gitesh Samant

Director

Commerce Graduate with specialisation in Financial Accounting and Auditing B.Com. Gitesh has 25 years of experience with various Banks and Financial Institutions such as Axis Bank Ltd. and Axis Securities Lt. at leadership positions and with rich experience in designing and implementing business expansion strategies including branch expansion and launch of new products. Gitesh’s Leadership positions at Axis Securities Ltd since its inception has given insight and understanding of various personal finance products.

Sudhir Tripathi

Director

Science Graduate with a Law Degree and PGDBM in Marketing Management. Sudhir has more than 20 years of experience with Axis Bank Ltd. at leadership positions such as Head – Procurement and Contract Negotiation for the bank and also Heading Centralised Payment Hub of the bank responsible for payment for purchases carried out by the bank. Detailed understanding of processes involved in Middle and Back offices large organisations supporting business.

Promotor of Pratham Bajaj having more than 10 showrooms and service centres across Maharashtra in two wheelers of Bajaj Auto handling key responsibilities of setting up of the showrooms and service centres across Maharashtra, designing and expansion of business expansion strategies and Finance and Inventory Management. Sudhir’s study of Law is useful to understanding various legal implications and understanding conditions/disclaimers in fine print in case personal finance products.

Prasanna Acharya

Director

Commerce Graduate with Diploma in Financial Services Management. Prasanna has more than 25 years of experience with various Banks such as Global Trust Bank, Standard Chartered Bank, IndusInd Bank, Axis Bank and SBM Bank (India) Ltd. at Leadership positions managing back office of high volume activities such as depository, custody, cash management, credit card and retail forex operations. Prasanna’s exposure in handling large back offices related to financial products comes as added advantage while carrying out distribution of financial products. Director at Prapratham Finserve Pvt. Ltd. company involved in distribution of Mutual Funds and Insurance Products.

Sunil Pratap Joshi

Director

Commerce and Law Graduate and qualified Company Secretary with more than 5 years of experience in Corporate Governess, GST Registration and Returns, Due Diligence of Company, Accounts and Book Keeping, Bank Stock Audit, Internal Audit, Bank Concurrent Audit, Finalization of Accounts, ROC compliance and Management Reporting. Sunil’s experience in various areas such as Accounting, Audit/GST as well as his expertise in MIS Reporting comes handy in ensuring compliances with various regulatory authorities and building internal control on various activities within organisation.