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Customer in the spotlight: Pratik Mukasdar

Introducing Pratik Mukasdar: A seasoned stockbroker & Mutual Fund distributor using MProfit to manage client portfolios

With over 5 years of experience in the financial industry, Pratik Mukasdar of RNL Investment Partners has been dedicated to helping families achieve their financial goals. As a mutual fund distributor and stockbroker, he manages a portfolio of over 200 families and has successfully advised on more than Rs. 100cr+ in investments.

Pratik’s journey into the financial industry started with his passion for investing. He always dreamt of being a good investor and saw the mutual fund business as a win-win proposition. He started his career with the goal of helping families make informed investment decisions and achieve their financial goals.

Pratik believes that personal finance is a very personal matter, and therefore, there is no one-size-fits-all asset allocation. He works closely with his clients to understand their financial goals and helps them allocate their investments accordingly. He likes to suggest a higher allocation towards equity and slowly shift towards debt as the goal nears for an investment horizon of over 10 years.

Pratik is proud to have a great set of clients who trust him completely to manage their assets. He regularly connects with his clients, to keep them updated on their portfolio performance.

When it comes to portfolio tracking & reporting, Pratik completely relies on MProfit. He firmly believes that MProfit enables him to provide better client reporting and is a cost effective tool for the functionality it offers.

Speaking about the one MProfit feature that he loves, Pratik highlights the capability to track multiple accounts for an entire client family in MProfit. Pratik believes that this has enabled him to streamline his portfolio management and become more efficient, which has greatly benefited his business.

16 February, 2023