Prashant Joshi
Building Prosperr | Valuation Analyst | Ex Tata Capital | Cardiff Metropolitan University|
- Role
- Wealth Advisor and Research at Prosperr.io
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Prashant Joshi
Passionate about financial markets and valuation, I am currently advancing my expertise through the Advanced Valuation and Financial Modelling (AVFM) certification from The Valuation School. This course has equipped me with hands-on skills in DCF analysis, comparable company valuation, M&A modeling, and intricate financial forecasting. Combined with my academic background and professional experience, it has strengthened my foundation in delivering data-driven investment insights. Having worked in wealth management, I gained valuable experience in client engagement, portfolio assessment, and investment advisory. However, my focus is now on core finance roles like equity research, financial modeling, and corporate finance, where I can apply my valuation expertise to create impactful strategies. I am also committed to continuous learning and collaboration to solve complex financial challenges. Feel free to connect with me to explore opportunities or discuss insights about the financial markets
Experience
Wealth Advisor and Research
Feb 2025 — Present · Bengaluru, IN
As a Wealth Advisor & the part of research team at Prospper.io, I am part of the newly established Wealth Management division, contributing to both client advisory and investment research. This role involves working closely with clients to develop tailored financial strategies while also conducting in-depth market research to support wealth solutions.Key Responsibilities:Wealth Advisory:Develop and implement personalized wealth management strategies for clients.Analyze investment portfolios and provide insights for asset allocation and risk management.Stay updated with financial market trends to provide proactive investment recommendations.Build and maintain strong client relationships through strategic financial planning.Research & Strategy:Conduct detailed market research and financial analysis to support investment decisions.Track macroeconomic trends, sector performance, and asset-class opportunities.Provide data-driven insights to enhance the firm’s wealth advisory approach.Assist in developing investment frameworks and research reports for internal and client use.As one of the first members of the newly formed Wealth Division, I have the opportunity to shape processes, strategies, and client engagement models.The combination of advisory and research ensures a well-rounded perspective on wealth management.Being part of an emerging team offers room for innovation, leadership, and career growth.
Education
Indore Institute of Management & Research Rau, Pithampur, Indore
Bachelor of Commerce - BCom (hons)
2019 — 2022
Cardiff Metropolitan University
Master of Business Administration - MBA
2022 — 2024
Universal Business School
PGDM
2022 — 2024
The Valuation School
Advanced Valuation and Financial Modelling
2024 — 2025
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