Parshva Doshi Email & Phone Number
@centrum.co.in
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Who is Parshva Doshi? Overview
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Parshva Doshi is listed as Senior Partner at 360 ONE Wealth, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at centrum.co.in and a matched LinkedIn profile for Parshva Doshi.
Parshva Doshi previously worked as Partner at 360 One Wealth and Executive Partner (Private Banking and Wealth Management) at Centrum Wealth. Parshva Doshi holds Master Of Business Administration (M.B.A.), Finance from Mumbai Educational Trust, Met League Of Colleges.
Email format at 360 ONE Wealth
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AeroLeads found 1 current-domain work email signal for Parshva Doshi. Compare company email patterns before reaching out.
About Parshva Doshi
Parshva Doshi is a Partner at 360 ONE Wealth (Formerly IIFL Wealth) which manages Indian and offshore assets of more than ₹ 3.5 lakh Crores (US $ 42B) for Indian and NRI UHNIs and HNIs as well as treasuries of large corporate entities based in India.Parshva's clients range from topmost Industrialists, Promoters, Corporate Heads and high profile Celebrities, many of whom are onboarded under the renowned Asset Advisory and Family Office structure of 360 ONE Wealth. Parshva and his team's market expertise, portfolio advisory and investment offerings is capable to take care of every financial requirement of clients, which broadly ranges from Wealth Management, Family Office, Investment Planning and Portfolio Strategy.Parshva has won multiple accolades for his achievements in his wealth career and for business inquiries he would happy to connect and can be reached out on his co-ordinates at parshva.doshi@360.one
Listed skills include Financial Modeling, Financial Analysis, Management Consulting, Business Analysis, and 14 others.
Parshva Doshi's current company
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Parshva Doshi work experience
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Partner
• Building relationships and acquiring UHNI and HNI clients and managing and allocating their wealth across diverse set of investment product universe ranging from fixed income, equity, PMS, AIF and Structured Products• Understanding the risk profile and investment goals of these clients and there by building their wealth management strategy, creating an advisory structure and actively monitoring and re-allocating their portfolios• Creating Family Offices for ultra-HNI clients and with help of product teams help them in estate planning, taxation, legal requirements, wills and trusts structuring for their family members• Building relationships and acquiring wealth investment accounts of blue-chip, large, listed, mid and small sized companies for managing their corporate treasuries and promoter money and also provide short term working capital funds by actively engaging with their promoters and finance heads• Partnering with builders, start-ups and other large corporates to help them raise funds through corporate loans, overdraft facilities, LAS and LAP products, Private Equity, balance transfer and structured finance options• Ensure the client’s portfolio assets are allocated strategically to achieve their desired returns as per risk profile and hedged where required• Ensure a consistently high level of advisory, product and service delivery for the clients
Executive Partner (Private Banking And Wealth Management)
Partner (Private Banking And Wealth Management)
Associate Director (Private Banking And Wealth Management)
Sr. Analyst
Job description in brief - Core work function involves managing trading business for stakeholders and advising them on strategic controls for Credit Suisse - Investment Bank
Associate Consultant
Job description in brief - Advisory role for clients in the Infrastructure, Media and FMCG sector with in-depth business review and recommending of strategic solutions
Summer Intern (Business Strategy- Mortgages)
Project description in brief - Developed a business model strategy for mortgage business of HSBC, involving interaction with blue-chip builders, identifying premium projects and proposing strategic tie-ups.
Parshva Doshi education
Master Of Business Administration (M.B.A.), Finance
Bachelors In Engineering (B.E.), Civil Engineering
Frequently asked questions about Parshva Doshi
Quick answers generated from the profile data available on this page.
What company does Parshva Doshi work for?
Parshva Doshi works for 360 ONE Wealth.
What is Parshva Doshi's role at 360 ONE Wealth?
Parshva Doshi is listed as Senior Partner at 360 ONE Wealth.
What is Parshva Doshi's email address?
AeroLeads has found 1 work email signal at @centrum.co.in for Parshva Doshi at 360 ONE Wealth.
Where is Parshva Doshi based?
Parshva Doshi is based in Mumbai, Maharashtra, India while working with 360 ONE Wealth.
What companies has Parshva Doshi worked for?
Parshva Doshi has worked for 360 One Wealth, Centrum Wealth, Credit Suisse, Ernst & Young, and Hsbc.
How can I contact Parshva Doshi?
You can use AeroLeads to view verified contact signals for Parshva Doshi at 360 ONE Wealth, including work email, phone, and LinkedIn data when available.
What schools did Parshva Doshi attend?
Parshva Doshi holds Master Of Business Administration (M.B.A.), Finance from Mumbai Educational Trust, Met League Of Colleges.
What skills is Parshva Doshi known for?
Parshva Doshi is listed with skills including Financial Modeling, Financial Analysis, Management Consulting, Business Analysis, Internal Audit, Internal Controls, Risk Management, and Business Process Re Engineering.
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