Pritika is a certified – “Insurance Sales Person” from IRDAI and pursuing PHD in Management after her post-graduation i.e M.Sc ( Environmental Sciences) and graduated in B.Sc (Hons) from Panjab University (Chandigarh Campus).

Pritika is instrumental in creating a seamless experience for client’s onboarding & sales initiatives. In addition, she also supports the back office and assists with client transactions and portfolio reports.

With over 6 years of experience in back office operations and telesales, Pritika is poised to continually offer state-of-the-art support to the firm and its clients.

While engaging with Transformative Wealth Mentors, you’ll be greeted by Pritika who endeavors to provide friendly and welcoming service to every client.

Pritika enjoys supporting clients by fostering a safe space in which clients feel comfortable sharing and learning about new investment opportunities to actively participate in their financial well-being.

During her spare time, Pritika loves traveling to places, studying and doing research for her Doctorate degree in Management.

She enjoys being with family and social gathering to learn about different cultural traditions.