Headline

Helping Indian Make Better Financial Decisions |

About

Empowering Financial Futures | Your Trusted Finance Advisor & Wealth Planner I'm Pratap Chauhan, and I believe everyone deserves financial peace of mind. As a Finance Advisor and Wealth Planner based in Bangalore, I partner with individuals and families to transform their financial aspirations into reality. My Philosophy: Plan Smart. Stay Protected. Grow Steadily. Money isn't just about earning more—it's about making strategic decisions that protect your family and build lasting wealth. With the right guidance and a step-by-step approach, financial stability and long-term success are within everyone's reach. How I Help You Succeed I provide comprehensive financial guidance across every aspect of your wealth journey: ✓ Personal Financial Planning – Tailored strategies for your unique situation ✓ Wealth Creation & Investment Guidance – Smart paths to grow your money ✓ Life & Health Insurance Planning – Complete family protection ✓ Debt Management – Strategic solutions to optimize your finances ✓ Retirement Planning – Secure your golden years with confidence ✓ Goal-Based Investments – Turn your dreams into achievable milestones What Sets Me Apart With a strong foundation in finance and mathematics, plus hands-on experience at Axis Max Life Insurance, I bring deep expertise in insurance planning, risk management, and client advisory services. This background allows me to break down complex financial concepts into simple, actionable strategies that deliver real results. My Commitment to You Every financial plan I create is simple, practical, and completely customized to your needs. No cookie-cutter solutions—just honest advice and clear strategies that you can confidently follow. Ready to take control of your financial future? Let's connect and discuss how we can build a stronger, more secure tomorrow for you and your family. 📧 pratapchauhan909@gmail.com 📱 9058862876

Location

Bengaluru

Work experience

Deputy Manager at Axis Max Life Insurance Limited, Jul 2025 - Present · 1 yr, Bengaluru, Karnataka, India, Provide personalized financial planning and investment advisory to high-net-worth clients. Develop customized insurance, wealth creation, and protection plans to match client goals. Conduct client meetings to assess financial needs, risk appetite, and future objectives. Educate clients on life insurance, retirement planning, child education planning, and tax-efficient investments. Manage client portfolios and recommend suitable financial products for growth and security.

Customer Success Manager at Bier Loft Brewing Co., May 2025 - Present · 1 yr 2 mos

Finance & Marketing Executive at Bier Loft Brewing Co., Mar 2025 - Present · 1 yr 4 mos, Bengaluru, Karnataka, India, Finance & Marketing Executive Group of Hotels (De Mandarin, Ayra Boutique, Lasyrin Boutique) | Bengaluru, Goa & Pune Key Responsibilities: Managing financial planning, budgeting, and revenue analysis for multiple hotels. Developing and executing marketing strategies to enhance brand visibility and customer engagement. Overseeing digital marketing campaigns, including social media, email marketing, and paid promotions. Driving lead generation and customer acquisition for increased occupancy rates. Collaborating with hotel management to optimize pricing strategies and maximize revenue. Conducting market research to analyze competitor strategies and industry trends.

Equity Research Analyst at Finlatics, Sep 2024 - Nov 2024 · 3 mos, Bangalore Urban, Karnataka, India, I am passionate about financial analysis and equity markets, with a strong foundation gained through the Fanatics Financial Markets Experience Program. My journey has been driven by curiosity, discipline, and a desire to uncover high-potential investment opportunities. During my time with Fanatics—a DPIIT-recognized start-up under the prestigious Atal Incubation Centre—I honed my skills in equity research, stock analysis, and real-time market strategy implementation. My ideas have consistently yielded results, demonstrating my acumen and innovative approach to stock trading. I thrive on learning and exploring new financial strategies, collaborating with professionals, and contributing to the ever-evolving landscape of financial markets. Let's connect to exchange insights, opportunities, and ideas!

Education

PGDM, Finance and Marketing, INDUS BUSINESS ACADEMY - IBA, BANGALORE

B.sc Mathematics, Applied Mathematics, Choudhary Charan Singh University meerut