Prashant Joshi – Co-Founder & Partner - Upwisery of Upwisery
View Detailed Executive Profile →Professional Overview
- Prashant Joshi is a Co-Founder and Partner at Upwisery, a multi-disciplinary financial advisory firm established in August 2017, which focuses on providing bespoke solutions in areas such as Investment Banking, Private Wealth, and M&A Tax & Regulatory.
- Before co-founding Upwisery, Prashant Joshi held a significant leadership role as Managing Director at Fintrust Advisors, where he contributed to the firm's growth and strategic direction.
- Under Prashant Joshi's leadership, Upwisery has positioned itself as a key player in the financial services industry, catering to mid-market enterprises, family offices, and Ultra High Net Worth Individuals (UHNWIs).
- Prashant Joshi has been instrumental in shaping Upwisery's unique value proposition, which emphasizes the principles of NAVIGATE, ACCELERATE, and ELEVATE, ensuring clients receive top-tier advisory services.
- In December 2024, Prashant Joshi provided insights on transformative trends in India's wealth management landscape, highlighting significant shifts and the evolving needs of clients in the sector.
- Prashant Joshi's thought leadership is reflected in various articles and interviews, where he discusses the future of wealth management and the importance of adapting to changing market dynamics.
- As a co-founder, Prashant Joshi has played a crucial role in building a diverse team at Upwisery, fostering an environment that leverages collective expertise to deliver comprehensive financial solutions.
- Prashant Joshi's strategic vision has led Upwisery to expand its service offerings, including Corporate Insurance and Growth Advisory, thereby enhancing its market competitiveness.
- Through his leadership, Upwisery has established a reputation for excellence in client service, focusing on tailored solutions that meet the specific needs of each client.
- Prashant Joshi has actively contributed to discussions on wealth management trends, positioning himself as a thought leader in the financial advisory space, particularly in the context of India's evolving economic landscape.
- Prashant Joshi's commitment to professional development is evident in Upwisery's emphasis on continuous learning and adaptation, ensuring the firm remains at the forefront of industry advancements.
- As a partner at Upwisery, Prashant Joshi has been involved in numerous high-profile transactions, showcasing his expertise in navigating complex financial landscapes for clients.
- Prashant Joshi's leadership style emphasizes collaboration and innovation, encouraging team members to contribute ideas that enhance service delivery and client satisfaction.
- Through his work, Prashant Joshi has significantly influenced the financial advisory sector in India, advocating for a more client-centric approach in wealth management practices.
- Prashant Joshi continues to engage with industry peers and stakeholders, participating in forums and discussions that shape the future of financial services in India.
Professional Experience
| Company | Designation | Period |
|---|---|---|
| Religare Macquarie Private Wealth | Cluster Head - Private Clients (Hyderabad & Vizag) | Jun 2009 – Jun 2012 |
| ING Vysya Private Banking | Private Banker | Jun 2008 – Jun 2009 |
| ICICI BANK | Regional Manager | Jan 2006 – Jun 2008 |
| ICICI BANK LTD | Regional Manager | Jan 2006 – Jan 2008 |
| Motilal Oswal Private Wealth | Vice President | Dec 2012 – Aug 2017 |
| Upwisery | Co-Founder & Partner | Aug 2017 – Present |
| UPWISERY ADVISORS LLP | Designated Partner | 22-May-2017 – Present |
| STARTWARD TECHNOLOGIES PRIVATE LIMITED | Director | 18-Jun-2021 – Present |
| UPWISERY INSURANCE BROKERS PRIVATE LIMITED | Director | 15-Mar-2021 – Present |
| FINZO INFOTECH PRIVATE LIMITED | Director | 10-Aug-2021 – Present |
| Upwisery Capital Advisors LLP | Designated Partner | 04-Aug-2022 – Present |
Current Appointments
| CIN/LLP | Company | Designation | Date |
|---|---|---|---|
| AAG-9819 | UPWISERY ADVISORS LLP | Designated Partner | 22-May-2017 |
| ABB-9929 | Upwisery Capital Advisors LLP | Designated Partner | 04-Aug-2022 |
| U66010TG2021PTC149617 | UPWISERY INSURANCE BROKERS PRIVATE LIMITED | Director | 15-Mar-2021 |
| U72900TG2021PTC152376 | STARTWARD TECHNOLOGIES PRIVATE LIMITED | Director | 18-Jun-2021 |
| U72900TG2021PTC154004 | FINZO INFOTECH PRIVATE LIMITED | Director | 10-Aug-2021 |
Estimated Net Worth
Estimated Range: ₹0 – ₹1000+ Cr (approx. $0 – $120M+)
Based on publicly accessible filings, industry benchmarks, and leadership compensation patterns.
Executive Contact
Official Email: Via Upwisery corporate communication desk.
Personal Contact: Not publicly disclosed.
Frequently Asked Questions
What is Prashant Joshi's net worth?
Estimated ₹0 – ₹1000+ Cr (approx. $0 – $120M+).
How can I contact them?
Through Upwisery's official communication channels.
Is this an official profile?
No — independently created using public data.
Disclaimer
This profile is created for general informational purposes. All details are based on publicly accessible information and independent research. While accuracy is prioritized, content may not always reflect the latest updates.
Nothing here should be interpreted as investment, financial, or legal advice. The individual featured has not authored or endorsed this profile.
Personal information is intentionally withheld. For official matters, please use formal communication channels associated with the respective organization.
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)