Prateek Mittal CFP®

Financial independence isn't built by accident. It's architected. For the past 9 years, I've had the privilege of managing portfolios for High Net-Worth Individuals and families at ICICI Bank, witnessing firsthand what separates those who build lasting wealth from those who simply earn well. The difference? → Strategic thinking. → Disciplined execution. → And having the right Advisor in your corner. Today, as a Certified Financial Planner (CFP®) and AMFI-registered Mutual Fund and PMS distributor, I help ambitious professionals and families navigate the investment landscape with clarity and confidence. What I Bring to the Table: → 10 years of hands-on experience managing HNI portfolios in India's dynamic markets → Deep expertise in Equity, Debt, Alternate investments, and Portfolio Construction → A client-first philosophy that prioritizes your goals over product pushing → Simplified Investment Strategies that cut through noise and focus on what works. My Approach: I believe Wealth Management should be transparent, personalized, and goal-driven. No jargon. No cookie-cutter portfolios. Just honest advice tailored to where you are and where you want to be. Whether you're a mid-career professional looking to build serious wealth, a senior executive planning retirement, or an entrepreneur wanting diversified portfolio strategies, I'm here to help you make informed decisions. What I Share on LinkedIn: Personal Finance fundamentals that actually move the needle- Investment industry updates and market trends decoded- Wealth Management strategies from the HNI playbook- Real talk about financial planning… no fluff, just value. Let's Connect If: ✓ You're serious about achieving Financial Independence ✓ You want a Trusted Consultant who understands Indian markets deeply ✓ You're ready to move from reactive saving to proactive wealth building 📩 Open to conversations about portfolio reviews, financial planning, and collaboration opportunities.Let's architect your financial future, together.