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Ojas Joshi Email & Phone Number
Associate Vice President
at
360 ONE Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Associate Vice President
Location
Mumbai, Maharashtra, India
Company size
Who is Ojas Joshi? Overview
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Quick answer
Ojas Joshi is listed as Associate Vice President at 360 ONE Wealth, a company with 1490 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Ojas Joshi.
Ojas Joshi previously worked as Senior Manager - Portfolio Analyst - Key Client Group at 360 One Wealth and Manager- Portfolio Analyst - Key Client Group at 360 One Wealth. Ojas Joshi holds Cfp, Financial Planning And Services from Fpsb.
Company email context
Email format at 360 ONE Wealth
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360 ONE Wealth
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Profile bio
About Ojas Joshi
I am a seasoned Wealth Management Professional with more than 5 years of experience. Currently, I am a Portfolio Analyst at 360 One Wealth (formerly known as IIFL Wealth), where I specialize in counseling clients on their investment needs, reviewing investment portfolios, suggest new Investment Ideas and facilitating product research.I bring a wealth of expertise from my prior work experience with IDFC First Bank as Portfolio Manager and SEBI Registered Investment Advisory Firms as a Financial Planner. My strong financial background and skills in Financial Planning, Investment Strategies, Investment Advisory, Retirement Planning, and Product Research enable me to provide comprehensive solutions to clients.I completed prestigious CFP (Certified Financial Planner) certification from FPSB and have a B.Com degree with a specialization in Accounting & Finance.I am passionate about helping individuals achieve their financial goals and strive to deliver exceptional service to clients.
Listed skills include Financial Advisory, Investment Strategies, Investments, Financial Goals, and 8 others.
Current workplace
Ojas Joshi's current company
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360 One Wealth
6 roles
Ojas Joshi work experience
A career timeline built from the work history available for this profile.
Senior Manager - Portfolio Analyst - Key Client Group
Current- Team Lead- As a Portfolio Analyst I work to deliver comprehensive portfolio reviews and assessments for Ultra High Net Worth Individual (UHNI) clients. I meticulously analyze their holdings in Mutual Funds, PMS, AIFs, Bonds and many other Asset classes leveraging advanced software such as Morningstar, ACE MF, Bloomberg, and other financial tools..
Apr 2023 - Present
Manager- Portfolio Analyst - Key Client Group
As a Portfolio Analyst I work to deliver comprehensive portfolio reviews and assessments for Ultra High Net Worth Individual (UHNI) clients. I meticulously analyze their holdings in Mutual Funds, PMS, AIFs, Bonds and many other Asset classes leveraging advanced software such as Morningstar, ACE MF, Bloomberg, and other financial tools. Collaborating.
Nov 2022 - Apr 2023
Portfolio Manager - Wealth Management
1. Provide client consultation to develop investment objectives and guidance for investment opportunities to customers2. Communicate with RM regarding their clients and also directly with the clients about their accounts, market conditions, and economic trends3. Commensurate acceptable levels of risk based on client instructions and aim to maximize.
Mar 2021 - Nov 2022
Financial Planner
Full Circle Financial Planners And Advisors
Apr 2019 - Mar 2021
Associate Financial Planner
Manek Financial
Sep 2017 - Apr 2018
2 education records
Ojas Joshi education
Cfp, Financial Planning And Services
Fpsb
Bachelor Of Commerce In Accounting And Finance, Commerce, A
FAQ
Frequently asked questions about Ojas Joshi
Quick answers generated from the profile data available on this page.
What company does Ojas Joshi work for?
Ojas Joshi works for 360 ONE Wealth.
What is Ojas Joshi's role at 360 ONE Wealth?
Ojas Joshi is listed as Associate Vice President at 360 ONE Wealth.
Where is Ojas Joshi based?
Ojas Joshi is based in Mumbai, Maharashtra, India while working with 360 ONE Wealth.
What companies has Ojas Joshi worked for?
Ojas Joshi has worked for 360 One Wealth, Idfc First Bank, Full Circle Financial Planners And Advisors, and Manek Financial.
How can I contact Ojas Joshi?
You can use AeroLeads to view verified contact signals for Ojas Joshi at 360 ONE Wealth, including work email, phone, and LinkedIn data when available.
What schools did Ojas Joshi attend?
Ojas Joshi holds Cfp, Financial Planning And Services from Fpsb.
What skills is Ojas Joshi known for?
Ojas Joshi is listed with skills including Financial Advisory, Investment Strategies, Investments, Financial Goals, Certified Financial Planner, Investment Advisory Services, Investment Advisory, and Financial Services.
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