Ojas Joshi

Experience

• 

  Manek Financial

  Sept 2017 - Apr 2018

  Associate Financial Planner
• 

  Full Circle Financial Planners and Advisors

  Apr 2019 - Mar 2021

  Financial Planner
• 

  IDFC FIRST Bank

  Mar 2021 - Nov 2022

  Portfolio Manager - Wealth Management

  1. Provide client consultation to develop investment objectives and guidance for investment opportunities to customers2. Communicate with RM regarding their clients and also directly with the clients about their accounts, market conditions, and economic trends3. Commensurate acceptable levels of risk based on client instructions and aim to maximize investment returns4. Create reports on investment performance and activities and handle financial products as required5. Working together with the product and research team to identify investment opportunities Show less

• 

  360 ONE Wealth

  Nov 2022 - now

  - Team Lead- As a Portfolio Analyst I work to deliver comprehensive portfolio reviews and assessments for Ultra High Net Worth Individual (UHNI) clients. I meticulously analyze their holdings in Mutual Funds, PMS, AIFs, Bonds and many other Asset classes leveraging advanced software such as Morningstar, ACE MF, Bloomberg, and other financial tools. Collaborating closely with Relationship Managers and Investment Counselors, I gain a deep understanding of clients' investment goals and preferences, allowing me to develop tailored investment strategies that align with their financial objectives and risk tolerance levels.Continuously monitoring and evaluating portfolio performance, I proactively identify potential risks and recommend strategic adjustments to optimize returns and mitigate risks. Through diligent research and analysis, I stay updated on industry trends, market conditions, and regulatory changes, ensuring compliance and providing up-to-date insights to clients. With my expertise in utilizing cutting-edge software, I conduct in-depth research and analysis on investment products and market trends, enabling data-driven decision-making.In client meetings, I actively participate and effectively present investment strategies, performance updates, and address any queries or concerns. As a trusted advisor, I provide expert guidance and insightful market analysis to clients, fostering strong relationships built on exceptional service and tailored investment solutions. Generating comprehensive reports and investment recommendations, I offer data-driven insights to internal and external stakeholders, supporting informed decision-making Show less As a Portfolio Analyst I work to deliver comprehensive portfolio reviews and assessments for Ultra High Net Worth Individual (UHNI) clients. I meticulously analyze their holdings in Mutual Funds, PMS, AIFs, Bonds and many other Asset classes leveraging advanced software such as Morningstar, ACE MF, Bloomberg, and other financial tools. Collaborating closely with Relationship Managers and Investment Counselors, I gain a deep understanding of clients' investment goals and preferences, allowing me to develop tailored investment strategies that align with their financial objectives and risk tolerance levels.Continuously monitoring and evaluating portfolio performance, I proactively identify potential risks and recommend strategic adjustments to optimize returns and mitigate risks. Through diligent research and analysis, I stay updated on industry trends, market conditions, and regulatory changes, ensuring compliance and providing up-to-date insights to clients. With my expertise in utilizing cutting-edge software, I conduct in-depth research and analysis on investment products and market trends, enabling data-driven decision-making.In client meetings, I actively participate and effectively present investment strategies, performance updates, and address any queries or concerns. As a trusted advisor, I provide expert guidance and insightful market analysis to clients, fostering strong relationships built on exceptional service and tailored investment solutions. Generating comprehensive reports and investment recommendations, I offer data-driven insights to internal and external stakeholders, supporting informed decision-making Show less

  • Senior Manager - Portfolio Analyst - Key Client Group

    Apr 2023 - now

  • Manager- Portfolio Analyst - Key Client Group

    Nov 2022 - Apr 2023