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Ashish Joshi — Senior Director · Pentagraph - Your Investment Partners · Pune Division, Maharashtra, India.
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About
Ashish Joshi is Director at Pentagraph - Your Investment Partners, based in the Pune division of Maharashtra. His profile highlights work across financial planning, retirement planning, wealth management, investment management, portfolio management, and HNI client relationships.
The supplied evidence also points to experience in retail banking sales, team management, regulatory compliance, and retail trade finance, along with training responsibilities in banking sales and processes. That combination suggests a practitioner who spans both client advisory and frontline banking execution. Publicly available detail in this record is limited, and no separate prior roles or education information were provided. As a result, this summary focuses on the advisory, portfolio, and retail banking themes directly supported by the record.
Experience
DirectorCurrent
Pentagraph - Your Investment Partners · Pune, Maharashtra, India
Jan 2022 – Present
Financial Health Check Up Financial Planning Wealth Management HNIs Investments Portfolio Management Financial Freedom Retail Branch Banking Professional - Sales Management , Team Management , Regulatory Compliances , Retail Trade Finance Retail Branch Banking Sales and Product Trainer.
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