Pratiksha Koli in

Pratiksha Koli

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Team Member in depository operations at MUFG Intime India Private Limited
📍 Mumbai, Maharashtra, India

Pratiksha is a detail-oriented finance professional with over two years of experience in broking and primary market operations. She specializes in Corporate Actions and Depository Operations, holding an MBA and NISM certifications in Equity Derivatives and Corporate R&T.

Pratiksha has demonstrated a commitment to community work, having interned with an education foundation where she taught basic English and Mathematics to young children as part of a mobile library project.

Unique fact: She has hands-on experience managing IPO-related lock-in processes for both promoter and non-promoter holdings.

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Experience
3 Years
Current Role
Team Member in depository operations
Location
Mumbai, Maharashtra, India
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Pratiksha cares about

Depository Operations
Her current role focuses on managing corporate actions, IEPF-4 filings, and lock-in processes on both CDSL and NSDL platforms.
Equity Advising
Has a proven track record as an Equity Advisor, managing portfolios, building customer relationships, and cross-selling financial products.
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Career

Work history

2-2024 - 6-2025
Team Member in depository operations
MUFG Intime India Private Limited
7-2022 - 1-2024
Financial Advisor
Motilal Oswal Financial Services Ltd
6-2021 - 8-2021
Finance Intern
Yotta Infrastructure Solutions
5-2018 - 6-2018
Marketing Intern
Britannia Industries Limited
5-2017 - 6-2017
Intern
Palvi Education foundation
In the press

Media appearances

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Education
2020 - 2022
Master of Business Administration - MBA
NCRD Sterling Institute of Management Studies
2016 - 2019
Bachelor of Management studies
Mumbai University Mumbai
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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