CA Vipul Shah, CFA, boasts over a decade of expertise in the financial services industry, commencing his journey in 2010. With a rich legacy spanning 13 years, he has spearheaded 50+ IAPs and addressed an impressive clientele exceeding 7,000 individuals.
As the founder of Big Bucks Financial Services Pvt Ltd, he guides a team of 22 professionals, offering diverse financial services encompassing mutual fund distribution, home loans, property consultancy, and insurance.
His ultimate aspiration is to bring mutual funds to the grassroots, ensuring accessibility for all.
His stellar qualifications include a Chartered Accountant, Chartered Financial Analyst, and proficiency in Financial Risk Management, complemented by an MBA in Finance
Biography
Pratik Pawar is one of the leading Authorised Persons of Zerodha under Prithvi Finserv in Pune, managing a robust client base of 10,000+ satisfied investors. With a strong foundation in financial markets and a passion for wealth creation, he has built a reputation for trust, performance, and client-centric.
He is also the Director of Prime Mantra Finserv Pvt. Ltd., an AMFI-registered Mutual Fund Distribution firm, currently managing assets worth over 52+ crore. His expertise lies in corporate wealth management, where he provides strategic, goal-oriented financial solutions tailored to businesses and high-net-worth individuals.
Expanding his footprint in financial services, Pratik is Founder of Freshfunding Finance LLP, offering seamless solutions in home loans and personal loans, helping clients achieve their financial aspirations with ease.
Before venturing into entrepreneurship, he gained valuable experience working with leading financial institutions like ICICI Bank, Kotak Mahindra Bank, and HDFC Bank in the wealth management domain. This strong corporate background, combined with entrepreneurial vision, enables him to deliver comprehensive and result-driven financial solutions.