Ojas Joshi

I am a seasoned Wealth Management Professional with more than 7 years of experience. Previously, I was a Portfolio Analyst at 360 One Wealth (formerly known as IIFL Wealth), where I specialized in counseling clients on their investment needs, reviewing investment portfolios, suggest new Investment Ideas and facilitating product research.

I bring a wealth of expertise from my prior work experience with IDFC First Bank as Portfolio Manager and SEBI Registered Investment Advisory Firms as a Financial Planner. My strong financial background and skills in Financial Planning, Investment Strategies, Investment Advisory, Retirement Planning, and Product Research enable me to provide comprehensive solutions to clients.

I completed prestigious CFP (Certified Financial Planner) certification from FPSB and have a B.Com degree with a specialization in Accounting & Finance.

I am passionate about helping individuals achieve their financial goals and strive to deliver exceptional service to clients.