Prerna Sharma

Head of Product
Bengaluru, Karnataka, India

Professional Overview

Prerna Sharma is an accomplished product leader with over 10 years of experience in the financial services industry. She is currently the Head of Product at Neo Wealth and Asset Management, where she is responsible for driving the company's product vision, strategy, and execution. Prerna's expertise spans investment management, financial planning, and product development, enabling her to deliver innovative solutions that cater to the evolving needs of clients.

Experience Summary

Current Role

As the Head of Product at Neo Wealth and Asset Management, Prerna is responsible for leading the company's product roadmap and overseeing the development of cutting-edge wealth management solutions. She collaborates closely with cross-functional teams to identify market trends, gather customer insights, and translate them into impactful product features. Under Prerna's leadership, Neo Wealth has experienced significant growth and customer satisfaction, firmly positioning the company as a trusted partner in the wealth management landscape.

Career Progression

Prior to her current role, Prerna held various leadership positions in the financial services industry. She served as the Investment and Product Manager at Stack (YC S21), where she played a pivotal role in shaping the company's investment offerings and product strategy. Prerna also served as the Head of Financial Planning and Advisory at Dilzer Consultants, a SEBI-registered investment advisor, where she built a robust financial planning practice and contributed to the firm's ISO 9001(2015) certification. Additionally, Prerna co-founded two startups, Happykraftsindia and Happycare, where she leveraged her financial expertise to drive strategic initiatives and growth.

Academic Background

Prerna holds a Bachelor's degree in Commerce from the University of Delhi, where she graduated with distinction. Her academic achievements and specialization in finance have equipped her with a strong foundation to thrive in the financial services industry.

Areas of Expertise

• Investment management and portfolio optimization

• Financial planning and advisory services

• Product development and market positioning

• Cross-functional collaboration and team leadership

• Data-driven decision making and problem-solving

Professional Impact

Throughout her career, Prerna has demonstrated a track record of driving impactful initiatives and delivering measurable results. At Neo Wealth, she has spearheaded the development of a proprietary investment management platform that has significantly improved the firm's operational efficiency and client experience. Additionally, Prerna has been instrumental in expanding Neo Wealth's reach and client base, contributing to the company's impressive growth trajectory.

Conclusion

Prerna Sharma is a seasoned product leader with a deep understanding of the financial services industry. Her proven expertise in investment management, financial planning, and product development, combined with her strong leadership skills, makes her a valuable asset to any organization. As she continues to thrive in her role at Neo Wealth, Prerna is poised to drive further innovation and success within the wealth management sector.