Prashant Joshi Email and Phone Number
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
Tata Capital
View- Website:
- tatacapital.com
- Employees:
- 4940
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Management Trainee - WealthTata Capital May 2024 - PresentLower Parel, MumbaiIn 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. -
WealthpreneurBajaj Capital Ltd May 2023 - Aug 2023Gurugram, Haryana, IndiaConducted 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. -
Project HeadUwc Foods Private Limited Jan 2023 - Feb 2023Indore, 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
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Advanced Valuation And Financial Modelling -
International Finance -
Finance, General -
Indore Institute Of Management & Research Rau, Pithampur, IndoreAccounting And Finance
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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Prashant Joshi
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Prashant Joshi
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