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Vivek Joshi

Vivek Joshi

Founder and CEO

Followers of Vivek Joshi131 followers
location of Vivek JoshiHaora, West Bengal, India

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  • Timeline

  • About me

    Chartered Wealth Manager, Skyfin Capital Services Pvt. Ltd

  • Education

    • American Academy of Financial Management

      2015 - 2016
      CFGP Financial Planning and Services

      Certified Financial Goal Planner.

    • American Academy of Financial amangement

      2016 - 2017
      Chartered Wealth Manager Wealth management & Financial Planning

    • IMT Ghaziabad

      1999 - 2002
      PGDBM Systems and Finance

    • St. Aloysius High School

      1984 - 1994
      Matriculation

    • National Institute of Securities Markets (NISM)

      2022 - 2022
      PMS Distributors certification Portfolio Management Services

  • Experience

    • Invest Affluence

      Aug 2004 - May 2020
      Founder and CEO

      Technical Research Advisory and Financial Planning.

    • ICFAI University

      Jan 2007 - Jan 2014
      Guest Lecturer

    • Techno India Group

      Jan 2009 - Jan 2015
      Guest Lecturer

    • IIBS

      Jan 2012 - Jan 2016
      Guest Lecturer

    • Skyfin Capital Services Private Limited

      Jun 2019 - now
      Senior Director Research Equities India and US Markets

  • Licenses & Certifications

    • Mutual Funds Distribution

      National Institute of Securities Markets (NISM)

    • Derivatives market dealers

      National Institute of Securities Markets (NISM)

    • Chartered Wealth Manager

      American Academy of Financial Management (AAFM)

    • PMS Distribution

      National Institute of Securities Markets (NISM)

    • Certified Financial Goal Planner

      AAFM American Academy of Financial Management
      Jul 2015

    • AMFI, IRDA, NCFM

      National Stock Exchange of India Limited