Apurva Joshi
Building PensionBox | Finance & Investment Enthusiast | Exploring FinTech & Retirement Solutions
- Role
- Retirement Advisor at Pensionbox
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Apurva Joshi
I am currently building PensionBox as a Retirement Advisor & Success Associate, where I work closely with organizations and employees to enable, execute, and manage Corporate NPS effectively.My role involves guiding employees on retirement planning, supporting smooth onboarding and adoption, and ensuring a seamless experience throughout the NPS journey.With a strong interest in finance and long-term wealth creation, I am passionate about helping individuals make informed retirement decisions while contributing to scalable fintech solutions.
Experience
Retirement Advisor
Jun 2025 — Present · Bengaluru, IN
Delivered structured employee webinars and training sessions on Retirement Planning, Corporate NPS, and NPS Vatsalya for diverse employee groups.Advised individuals, organizations, and parents on building compliant, tax-efficient, and long-term retirement and child-focused investment strategies.Helped parents take informed decisions for their children’s future by explaining the benefits, structure, and long-term value of NPS Vatsalya.Simplified complex NPS concepts—including Tier I & II, NPS Vatsalya, fund selection, contribution planning, and withdrawal rules—into clear, actionable guidance.
Education
Sanjay Ghodawat University
Bachelor of Business Administration - BBA, Finance, General
ISBR Business School
Master of Business Administration - MBA
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