About Trupti Rane

Trupti has been in the investment advisory field since 2017, specializing in financial planning and portfolio advisory for retail clients. Her focus areas include customized goal-oriented investment solutions, risk-return balance, tactical asset allocation, and disciplined investing to ensure her clients’ overall financial well-being. She designs multi-asset portfolios and tracks global markets.

She is actively involved in spreading financial literacy among the masses and is a regular columnist for Loksatta, a leading Marathi newspaper belonging to the Indian Express Group. During her 8-year tenure with the Kotak group, she gained expertise in business analysis, data mining, performance reporting, budgeting, monitoring, securitization, and NPA resolution, along with corporate stressed asset advisory and turnaround solution design.

Trupti is a rank holder Chartered Accountant with 20 years of experience. She holds a Bachelors degree in Commerce from Mumbai University.