Vikrant Joshi

Vikrant Joshi Email and Phone Number

Senior Vice President@Anand Rathi Wealth Ltd @ Anand Rathi Wealth Limited
Vikrant Joshi's Location
Pune, Maharashtra, India, India
Vikrant Joshi's Contact Details

Vikrant Joshi work email

Vikrant Joshi personal email

About Vikrant Joshi

Highly experienced wealth management professional with over 18 years of expertise in the financial services industry, spanning banking and wealth management. Proven track record of delivering strategic wealth management solutions, recognized for client-centric approach and transparency. Skilled in crafting personalized plans tailored to each client's objectives, with a strong forte in wealth management, estate planning, and risk management. Trusted advisor to over 30 families, including NRIs, with a combined Assets Under Administration (AUA) of ₹400 crores. With 18 years of experience in managing wealth for diverse clients, I possess a deep understanding of the unique needs of high net worth individuals and families. Excited to leverage the capabilities and values of Anand Rathi Private Wealth to deliver exceptional service and guidance."

Vikrant Joshi's Current Company Details
Anand Rathi Wealth Limited

Anand Rathi Wealth Limited

View
Senior Vice President@Anand Rathi Wealth Ltd
Vikrant Joshi Work Experience Details
  • Anand Rathi Wealth Limited
    Senior Vice President
    Anand Rathi Wealth Limited Sep 2024 - Present
    Pune, Maharashtra, India
  • Anand Rathi Wealth Limited
    Vice President
    Anand Rathi Wealth Limited Aug 2019 - Present
    Pune Area, India
  • Anand Rathi Wealth Limited
    Assistant Vice President
    Anand Rathi Wealth Limited Dec 2015 - Jul 2019
    Pune, Maharashtra, India
  • Karvy Private Wealth
    Wealth Advisor
    Karvy Private Wealth Jul 2012 - Dec 2015
    Pune
  • Religare Macquarie Private Wealth
    Relationship Manager
    Religare Macquarie Private Wealth Jan 2009 - Jun 2012
    Pune Area, India
  • Anand Rathi Securities
    Sr. Relationship Manager
    Anand Rathi Securities May 2008 - Dec 2008
  • Hsbc
    Financial Planning Manager
    Hsbc Apr 2007 - Mar 2008
  • Karvy
    Relationship Manager
    Karvy Oct 2005 - May 2007
    Team handling; portfolio management

Vikrant Joshi Skills

Portfolio Management Crm Investments Team Management Relationship Management Business Strategy Banking Mutual Funds Business Development Team Building Wealth Management Investment Advisory Management Equities Financial Planning Strategic Financial Planning Private Banking Talent Acquisition

Vikrant Joshi Education Details

Frequently Asked Questions about Vikrant Joshi

What company does Vikrant Joshi work for?

Vikrant Joshi works for Anand Rathi Wealth Limited

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

Vikrant Joshi's current role is Senior Vice President@Anand Rathi Wealth Ltd.

What is Vikrant Joshi's email address?

Vikrant Joshi's email address is vi****@****ail.com

What schools did Vikrant Joshi attend?

Vikrant Joshi attended Indian Center For International Business(Icib), Pune, Karnatak University.

What skills is Vikrant Joshi known for?

Vikrant Joshi has skills like Portfolio Management, Crm, Investments, Team Management, Relationship Management, Business Strategy, Banking, Mutual Funds, Business Development, Team Building, Wealth Management, Investment Advisory.

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