Prashant Joshi

Wealth Advisor and Research @Prosperr.io

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.

Indore Institute of Management & Research Rau, Pithampur, Indore

Bachelor of Commerce - BCom (hons)

Cardiff Metropolitan University

Master of Business Administration - MBA

Universal Business School

PGDM

The Valuation School

Advanced Valuation and Financial Modelling