People

The CEO and Founder of Mudra, Prateek Pitalia is an industry expert with 15+ years of experience in Wealth Management. He began his illustrious career with the corporate giants in Mumbai.

Prateek is one of pioneers in redefining Wealth Management Service in Central India by inculcating professionalism, customer centric & structured approach into financial advisory domain which used to be unmethodical earlier.

Prateek firmly believes in practising advisory not as product pushers but solution oriented approach. His methodology includes investing more time in planning phase with clients. By investing time in educating clients about the importance of structuring investments & asset rebalancing/allocation, he facilitates his clients take confident financial decisions.

Prateek is a Post Graduate in Marketing and Finance, Bachelors in foreign trade (business administration) and certified AFP planner.