Priyanka Rathore

Priyanka Rathore holds an MBA in Financial Analytics and brings 1.5 years of specialised experience to the CCA Financial Planners team. She excels at turning complex data into clear, actionable insights, ensuring every personalised client strategy is grounded in technical precision and careful analysis.

With a keen eye for detail and a proactive mindset, Priyanka focuses on streamlining internal workflows—enhancing data quality, reducing friction in handoffs, and helping the advisory team deliver consistently high‑quality outcomes. She believes the best financial advice is achieved through a blend of rigorous analysis and a genuine understanding of each client’s goals and circumstances.

Guided by a commitment to continuous learning and a people‑first philosophy, Priyanka brings both analytical rigour and positive energy to every client journey, supporting advisers to provide timely, accurate, and well‑evidenced recommendations.

Outside of the office, she cherishes time with her family and pursues personal interests that keep her curious, balanced, and inspired.