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Prashant Joshi is listed as Valuation Analyst | Management Trainee - Tata Capital | Cardiff Metropolitan University| at Tata Capital, a company with 4940 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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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
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Lower Parel, Mumbai
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.
Gurugram, Haryana, India
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.
Indore, Madhya Pradesh, India
Other employees you can reach at tatacapital.com. View company contacts for 4940 employees →
Prashant Thopate
Colleague at Tata Capital
Pimpri Chinchwad, Maharashtra, India, India
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RP
Rohit Pandey
Colleague at Tata Capital
Kanpur, Uttar Pradesh, India, India
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AV
Ashwani Verma
Colleague at Tata Capital
Bengaluru, Karnataka, India, India
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SD
Sourabh Dwivedi
Colleague at Tata Capital
Ghaziabad, Uttar Pradesh, India, India
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SU
Sumit Upadhyay
Colleague at Tata Capital
Noida, Uttar Pradesh, India, India
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SP
Sachi Pradhan
Colleague at Tata Capital
Puri, Odisha, India, India
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SG
Sweta Garg
Colleague at Tata Capital
Ghaziabad, Uttar Pradesh, India, India
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PK
Prince Kumar Ray
Colleague at Tata Capital
Patna, Bihar, India, India
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DB
Dibyendu Bhattacharya.
Colleague at Tata Capital
Kolkata, West Bengal, India, India
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PP
Prasanna Pachpor
Colleague at Tata Capital
Mumbai, Maharashtra, India, India
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This course has strengthened my understanding of financial valuation and modeling techniques. It has provided hands-on experience in.
Pursuing my MBA at Cardiff Metropolitan University provided me with a solid foundation in global financial management and strategic.
Activities and Societies:Pursuing my PGDM in Finance was a pivotal phase in my professional growth. The program not only strengthened my.
Quick answers generated from the profile data available on this page.
Prashant Joshi works for Tata Capital.
Prashant Joshi is listed as Valuation Analyst | Management Trainee - Tata Capital | Cardiff Metropolitan University| at Tata Capital.
Prashant Joshi is based in Mumbai, Maharashtra, India while working with Tata Capital.
Prashant Joshi has worked for Tata Capital, Bajaj Capital Ltd, and Uwc Foods Private Limited.
Prashant Joshi's colleagues at Tata Capital include Prashant Thopate, Rohit Pandey, Ashwani Verma, Sourabh Dwivedi, and Sumit Upadhyay.
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Prashant Joshi holds Advanced Valuation And Financial Modelling from The Valuation School.
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