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Prashant Joshi Email & Phone Number
Wealth Advisor and Research
at
Prosperr.io
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor and Research
Location
Mumbai, Maharashtra, India
Company size
Who is Prashant Joshi? Overview
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Quick answer
Prashant Joshi is listed as Wealth Advisor and Research at Prosperr.io, a with 164 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Prashant Joshi.
Prashant Joshi previously worked as Management Trainee - Wealth at Tata Capital and Wealthpreneur at Bajaj Capital Ltd. Prashant Joshi holds Advanced Valuation And Financial Modelling from The Valuation School.
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Prosperr.io
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Profile bio
About Prashant Joshi
Passionate about financial markets and valuation, I am currently advancing my expertise through the Advanced Valuation and Financial Modelling (AVFM) certification from The Valuation School. This course has equipped me with hands-on skills in DCF analysis, comparable company valuation, M&A modeling, and intricate financial forecasting. Combined with my academic background and professional experience, it has strengthened my foundation in delivering data-driven investment insights.Having worked in wealth management, I gained valuable experience in client engagement, portfolio assessment, and investment advisory. However, my focus is now on core finance roles like equity research, financial modeling, and corporate finance, where I can apply my valuation expertise to create impactful strategies. I am also committed to continuous learning and collaboration to solve complex financial challenges.Feel free to connect with me to explore opportunities or discuss insights about the financial markets
Current workplace
Prashant Joshi's current company
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Prosperr.Io
4 roles
Prashant Joshi work experience
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Management Trainee - Wealth
In my role as a Management Trainee - Wealth at Tata Capital, I was responsible for conducting portfolio reviews, managing client portfolios, and acquiring new clients in the Wealth Management sector. I utilized my expertise in Mutual funds, PMS, AIF, Unlisted products, and Debt market products to optimize client portfolios and achieve a significant increase in assets under management. Through strategic portfolio management, I was able to enhance client satisfaction and drive business growth.
Wealthpreneur
Conducted comprehensive research on a wide range of mutual funds, providing valuable insights to assist in investment decision-making.Reviewed and analyzed portfolios of retail clients, identifying opportunities for optimization and risk mitigation.Collaborated with senior analysts to assess insurance products, gaining hands-on experience in the insurance sector.Demonstrated strong analytical skills and attention to detail in all tasks, contributing to the overall success of the team.Actively participated in team meetings, discussions, and training sessions, enhancing my understanding of investment strategies and financial markets.
May 2023 - Aug 2023
Project Head
• Conducted in-depth research to support strategic transition from B2B to B2C segments, including market analysis and consumer behavior studies• Identified key supply chain challenges and proposed solutions to optimize processes and improve efficiency• Developed actionable strategies instrumental in guiding company's market expansion and operational enhancements
Jan 2023 - Feb 2023
4 education records
Prashant Joshi education
Advanced Valuation And Financial Modelling
Master Of Business Administration - Mba, International Finance
Pgdm, Finance, General
Bachelor Of Commerce - Bcom (Hons), Accounting And Finance
Indore Institute Of Management & Research Rau, Pithampur, Indore
FAQ
Frequently asked questions about Prashant Joshi
Quick answers generated from the profile data available on this page.
What company does Prashant Joshi work for?
Prashant Joshi works for Prosperr.io.
What is Prashant Joshi's role at Prosperr.io?
Prashant Joshi is listed as Wealth Advisor and Research at Prosperr.io.
Where is Prashant Joshi based?
Prashant Joshi is based in Mumbai, Maharashtra, India while working with Prosperr.io.
What companies has Prashant Joshi worked for?
Prashant Joshi has worked for Prosperr.Io, Tata Capital, Bajaj Capital Ltd, and Uwc Foods Private Limited.
How can I contact Prashant Joshi?
You can use AeroLeads to view verified contact signals for Prashant Joshi at Prosperr.io, including work email, phone, and LinkedIn data when available.
What schools did Prashant Joshi attend?
Prashant Joshi holds Advanced Valuation And Financial Modelling from The Valuation School.
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