Prashant Joshi

Prashant Joshi Email and Phone Number

Valuation Analyst | Management Trainee - Tata Capital | Cardiff Metropolitan University| @ Tata Capital
bombay, maharashtra, india
Prashant Joshi's Location
Mumbai, Maharashtra, India, India
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

Prashant Joshi's Current Company Details
Tata Capital

Tata Capital

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Valuation Analyst | Management Trainee - Tata Capital | Cardiff Metropolitan University|
bombay, maharashtra, india
Website:
tatacapital.com
Employees:
4940
Prashant Joshi Work Experience Details
  • Tata Capital
    Management Trainee - Wealth
    Tata Capital May 2024 - Present
    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 increase in assets under management. Through strategic portfolio management, I was able to enhance client satisfaction and drive business growth.
  • Bajaj Capital Ltd
    Wealthpreneur
    Bajaj Capital Ltd May 2023 - Aug 2023
    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 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.
  • Uwc Foods Private Limited
    Project Head
    Uwc Foods Private Limited Jan 2023 - Feb 2023
    Indore, Madhya Pradesh, India
    • 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

Prashant Joshi Education Details

Frequently Asked Questions about Prashant Joshi

What company does Prashant Joshi work for?

Prashant Joshi works for Tata Capital

What is Prashant Joshi's role at the current company?

Prashant Joshi's current role is Valuation Analyst | Management Trainee - Tata Capital | Cardiff Metropolitan University|.

What schools did Prashant Joshi attend?

Prashant Joshi attended The Valuation School, Cardiff Metropolitan University, Universal Business School, Indore Institute Of Management & Research Rau, Pithampur, Indore.

Who are Prashant Joshi's colleagues?

Prashant Joshi's colleagues are Arpit Jain, Pranay Panchal, Austine Raj, Khushboo Sharma, Aditya Kumar, Abinaya Muralidharan, Sourav Bhagat.

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