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GAURAV JOSHI

GAURAV JOSHI

Equity Advisor

Followers of GAURAV JOSHI4000 followers
location of GAURAV JOSHIDelhi, India

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  • Timeline

  • Skills

    Business-to-Business (B2B)
    Certified Financial Planner
    Client Relations
    Corporate Management
    Customer Experience
    Customer Service
    English
    Equity research and advisor
    Event Planning
    Financial Modeling
    Financial Planning
    Financial portfolio manager
    Investment Banking
    Investments
    Leadership
    Marketing
    Microsoft Excel
    Microsoft Office
    New Business Development
    Overseas Property
    Portfolio Management
    Private Wealth Management
    Public Speaking
    Research
    Retirement Planning
    Sales
    Stock Exchange
    Stock Market
    Team Building
    Time Management

  • About me

    FundsIndia Private Wealth, backed by WestBridge Capital, enables me to contribute to a dynamic and client-focused platform as Deputy Vice President. My role focuses on delivering tailored wealth management solutions to high-net-worth clients through a research-driven, multi-asset, and solution-based approach. With an MBA in financial planning and investment banking from Welingkar Institute of Management and a CFP certification, my expertise spans private wealth management, client relations, and overseas property. Committed to fostering impactful client relationships, I aim to enhance financial outcomes through strategic planning and collaboration.

  • Education

    • Delhi University

      -

    • International College Of Financial Planning

      2018 - 2019
      CFP Financial Planning and Services

      Financial planning, Wealth creation, insurance planning, retirement planning, investment planning.

    • Welingkar Institute of Management

      2016 - 2018
      MBA - Master of Business Administration financial planning and investment banking

  • Experience

    • Kotak Securities

      Dec 2016 - Oct 2017
      Equity Advisor

      Kotak is the Best working & learning place for financial professionals.

    • JM Financial Ltd

      Oct 2017 - Jul 2019
      Wealth Manager

      JM FINANCIAL is the Core financial services organization, deal in all financial products.I am working as a Equity advisory and wealth planner role for our clients, give the best advisory and create wealth for future planning.

    • Nuvama Wealth

      Jul 2019 - Nov 2021

      Corporate Wealth Managing HNI Portfolio for Individuals and Corporations. Pre IPO/LAS/Esop's Funding Managing HNI Client Portfolio, IPO/LAS/ Esop's Funding Edelweiss is core financial and listed organization, deling in all financial products, We also take care Esop/LAS funding for listed and Unlisted corporate.

      • Manager

        Aug 2021 - Nov 2021

      • Privileged Manager

        Jan 2021 - Jul 2021

      • Assistant Manager

        Jul 2020 - Dec 2020

      • Wealth Manager

        Jul 2019 - Jun 2020

    • Nuvama Wealth

      May 2022 - now

      Responsible for Business expansion/Generating High quality Business/Running Team towards delivering Revenue from all products & segments.Corporate Acquisition/Corporate Activity for buildup AUM from #AIF #Structure product #PMS #Insurance # Esop &LAS #

      • Chief Manager

        Jul 2023 - now

      • Senior Manager

        Oct 2022 - Aug 2023

      • Senior privileged Manager

        Dec 2021 - Aug 2023

      • Sales Manager

        May 2022 - Sept 2022

  • Licenses & Certifications

    • NISM

      National Institute of Securities Markets (NISM)
      Apr 2017

    • Mutual fund

      Association of Mutual Funds in India.
      Oct 2015