FirstRate WealthTech

FirstRate WealthTech Pvt Ltd, a leader in wealth management, has partnered with India’s expert network, Knowledge Ridge Pvt Ltd. This collaboration will bring added value to financial advisors, institutional investors, and corporate decision-makers worldwide. FirstRate, serving over 500 clients globally, will integrate Knowledge Ridge’s insights into its wealth management platform, enhancing portfolio performance, client reporting, and AI-driven strategies. Knowledge Ridge, established in 2016, connects organizations with expert insights, aiding strategic decisions across sectors. This partnership combines FirstRate’s AI tools and Knowledge Ridge’s expertise, creating a powerful platform for informed wealth management. https://lnkd.in/dnEGr95S https://lnkd.in/fMqUGTe   #WealthTech, #ExpertNetwork, #WealthManagement, #ClientReporting, #FinancialAdvisory Nayan Madhamshettiwar Ameet Patel Gautam Giridhar Sharmila Puranik Hanuman Gahlot Rohit Choubey Anuj Saxena Kavita Shenoi Akshay Kenia

Exciting news!!   Nayan has been nominated for Fintech Person of the Year award. It’s a very remarkable achievement and we are pinning for him to Win. Please click on the below link and vote for him.   https://lnkd.in/gYgZutn5

On this International Women's Day, we come together to celebrate the strength, resilience, and achievements of women. In our office, we take this opportunity to reflect on the importance of gender equality, not only in the workplace but in every aspect of life.   We were honoured to host a session led by our own expert, Sharmila Puranik. The focus of our session was on a topic that resonates deeply with women everywhere: "How to Plan Finances to Achieve Life Goals” Throughout the session, Sharmila shared invaluable insights and practical strategies to empower women in their financial journeys. From saving for education and retirement to investing in their dreams and aspirations, we explored the intersection of finance and life goals. Sharmila's guidance illuminated the path towards financial independence, emphasizing the importance of setting clear objectives and crafting tailored plans to achieve them.   As we celebrate International Women's Day, let us reaffirm our commitment to creating a more inclusive and equitable world for all. Let us amplify the voices of women everywhere and continue working towards a future where every woman has the opportunity to reach her full potential. #womenempowerment #womensdaycelebration #WomendayatFirstrateWealthtechPune Sharmila Puranik Kathryn Stone Neelam Sharma Nayan Madhamshettiwar