CA

Cfpcm Arti Arora

Vice President Operations at PrognoAdvisor

Arti Arora, CFPcm, serves as Vice President of Operations at PrognoAdvisor since August 2021, focusing on delivering financial wellness programs at the corporate level, including webinars, one-on-one counseling, and financial planning tools. As a SEBI Registered Investment Advisor since July 2019, Arti has leveraged extensive experience in financial planning, previously holding leadership roles at Bridge Investment Advisors, Bajaj Capital Investment Advisers, and Bajaj Capital Ltd. Arti's career began in financial planning and investment advisory with a strong emphasis on client engagement and education, supported by a BA in Economics from Hansraj College and further education in financial planning.

Links


Org chart


Teams

This person is not in any teams