🔓 Unlock the full profile of Prashant Joshi (Upwisery), including verified contact details, financial insights, and professional associations.
See Prashant Joshi Full ProfileBelow are the ✅ Verified Contact Details to help you connect directly:
Email: pra*****@upw******.com
Mobile: 72854*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Prashant Joshi co-founded Upwisery in August 2017, contributing to its establishment as a platform focused on enhancing financial advisory services.
- Prior to Upwisery, Prashant held the position of Vice President at Motilal Oswal Private Wealth from December 2012 to August 2017, where strategic financial planning and client management were key responsibilities.
- As Cluster Head for Private Clients in Hyderabad and Vizag at Religare Macquarie Private Wealth from June 2009 to June 2012, Prashant played a vital role in expanding client bases and developing tailored financial solutions.
- Prashant began their career in the financial services sector as a Private Banker with ING Vysya Private Banking from June 2008, gaining foundational experience in personalized banking and investment solutions.
- During a tenure as Regional Manager at ICICI BANK from January 2006 to January 2008, Prashant led a team to drive regional sales and enhance client service strategies.
- Prashant's long-standing career in wealth management and private banking demonstrates a commitment to empowering clients through informed financial decisions and robust advisory services.
- Under Prashant's leadership, Upwisery has focused on leveraging technology to improve accessibility and efficiency in financial advice, addressing challenges in traditional banking practices.
- Prashant has navigated various market dynamics and client needs, showcasing resilience and adaptability while promoting financial literacy and client engagement through Upwisery.