Mr. Prashant V Wagh

Founder & CEO

With over a decade of experience, Mr. Prashant V Wagh is an industry stalwart who stands amongst the elite group of private wealth management service providers in Pune. His peculiarity of delivering ‘out-of-the-box’ wealth management solutions has steered him to scale up within the industry. Over 18 years, he has held several leadership positions in the wealth management domain for renowned financial group of companies including IIFL, ICICI. Currently he is MD & CEO of Goldenbulls Financial Services Pvt Ltd having operations PAN India.

He holds a Bachelor’s Degree in Costing where he achieved First Class alongside an MBA in Finance from the prestigious Pune University. His association with various financial conglomerates, before starting his entrepreneurial journey has helped him to evolve as a professional. Gauging the demand and churning out tailor-made wealth management solutions is how Prashant has touched the right trajectory of growth. He attributes his success to his experience of working with In these 18 illustrious years, he has evolved as a professional who can gauge the Out of the numerous awards and accolades, it was the ‘One Day CEO’ recognition at Karvy Private Wealth that stays close to his heart. Achieving this feat was an uphill task, but it transformed his approach as a leader! Be it defining core strategies, formulating policies, employee satisfaction, or driving the sales figures, he had attained a broader perspective. If you find this achievement inspiring enough, click here to read the entire journey of ‘One Day CEO’.

What our clients say

Testimonial

Purven Umang Shah

"Wealthcret offers an outstanding service that is both convenient and efficient. The process is seamless and caters perfectly to the financial service needs within my profession. Their seamless referral system is a highlight, ensuring timely and reliable payouts. Wealthcret consistently delivers top-notch services, making it a trusted partner for all financial referrals."

Aditya Patil (Kolhapur)

“Financial services is a highly saturated market segment. So the best ways to attract new clients and stand out from the crowd are by leveraging social proof, creating personalized customer experiences across digital touchpoints, maintaining client relationships by understanding their preferences, and providing quality services during the sales and after the sales. This all i learnt from Goldenbulls and i am happy to be called a partner of Goldenbull”

Moiz Ali Sethji Wala

"I frequently encounter individuals with financial service needs in my profession. Previously, I relied on personal connections for referrals, without any tangible benefits. However, since partnering with Wealthcret, I've experienced a seamless referral process. They consistently deliver top-notch services to those I refer, and I receive timely referral fees. Wealthcret’s efficient system perfectly aligns with my needs, making our collaboration a win-win."