About Prakash Shirke

Prakash is a SEBI Registered Investment Adviser with nearly 25 years of experience in the field of investments, first as a Fund Manager and later as an Investment Adviser. In 2016, he started his boutique Investment Advisory Practice by taking the RIA licence and providing multi-asset class solutions to HNI clients. He specialises in creating customised direct equity portfolios with emphasis on risk management, using a mix of fundamental and technical analysis for stock selection and portfolio risk management.

Prakash began his career managing the treasury portfolio at SBI Capital Markets and was a Fund Manager managing discretionary portfolios for HNI clients at BNP Paribas Wealth Management. In his 5-year stint at Credit Suisse Asset Management, he was instrumental in establishing the discretionary wealth management business in India, managing both equity and fixed income portfolios.

Prakash holds an Engineering Degree from Mumbai University and a Masters in Management Studies in Finance from Jamnalal Bajaj Institute of Management Studies, Mumbai. He is a Chartered Financial Analyst (CFA) from the CFA Institute, USA, and a Founding Member of the CFA Society in India.