"Empowering, not Influencing – A Truly Personalized Experience" I recently had a portfolio review session with Prateek, and I must say it was one of the most insightful discussions I've had regarding my investments. What stood out the most was his approach — rather than suggesting what specific stock or mutual fund to buy, he focused on empowering me to make informed decisions myself. He walked me through how to analyze and compare options using tools like Screener.in and Trendlyne.in, and emphasized the importance of asset class diversification and swing trading strategies suited to my goals. Even when we discussed a well-performing multi-asset fund, Prateek helped me realize that my portfolio already had similar diversification — a perspective that saved me from redundant investment. What I truly appreciated is that his guidance was personalized, not generic. He didn’t follow a one-size-fits-all formula, but instead helped me understand what works best for my portfolio. I look forward to continuing my financial journey with his guidance. Highly recommended for anyone seeking clarity, empowerment, and genuine advice.
About Me
Stock Market and Mutual Fund Enthusiast | Aveva Administrator | Digital Asset Integration Specialist |
Investor Profile
Mutual Fund Specialist | Portfolio Strategist
With over 8+ years of personal investing experience, I help individuals build long term wealth through:
-Portfolio reviews
-SIP planning
-Fund selection & risk profiling
-Asset allocation strategies
My approach is simple, disciplined, and goal oriented, backed by continuous market research and data-driven insights.
Engineering expertise:
With 11+ years of global experience in Aveva Administration, I specialize in implementing and integrating the Aveva suite across industries like oil & gas, power, and water treatment. I’ve contributed to major projects with Shell, ADNOC, OMV, Lukoil, JFE Engineering, Thermax, and more.
My expertise spans:
Aveva Engineering, E3D, Unified Engineering
1D/2D/3D environment setup Integration, training, and documentation.
I have worked in India, Abu Dhabi and Japan, delivering scalable digital solutions and user training.
