FirstRate WealthTech

FirstRate WealthTech

IT Services and IT Consulting

Pune, Maharashtra 251 followers

About us

Wealth Management and AI

Website
https://firstratewealthtech.in/
Industry
IT Services and IT Consulting
Company size
11-50 employees
Headquarters
Pune, Maharashtra
Type
Privately Held
Founded
2022
Specialties
AI, Wealth Management, NLG, Data Aggregation

Locations

  • Primary

    B1, Cerebrum IT Park

    Kalyani Nagar

    Pune, Maharashtra 411014, IN

    Get directions

Employees at FirstRate WealthTech

Updates

  • View organization page for FirstRate WealthTech, graphic

    251 followers

    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

  • View organization page for FirstRate WealthTech, graphic

    251 followers

    Love, give, serve and enjoy are applied to how we Interact with our coworkers, our customers and the communities where we live. By putting these action words into everyday practice, we at First Rate have not only built an internal culture that improves our work/life balance, but it has also influenced how we do business and give back. We feel that First Rate is one of the most distinctive firms in the world because of our adherence to these ideals. Dave Stone Nayan Madhamshettiwar Deniqua LaCour Hill #FirstRate Living #FirstRate Values #FirstRate Philosophy

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