Rushikesh Joshi
💼 Senior Wealth Manager | Private Wealth Management | UHNI & HNI Portfolio Management | Investment Advisory | Capital Markets | Wealth Strategy | Wealth Management Expert | Portfolio Advisory | AIFs, PMS, Mutual Funds |
- Role
- Senior Wealth Manager and Financial Advisor - Private Client Group at Kotak Neo
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Rushikesh Joshi
I’m a passionate Investment Advisor with over 8 years of experience managing and advising…
Experience
Senior Wealth Manager and Financial Advisor - Private Client Group
Jul 2025 — Present · Pune, IN
As part of the Private Client Group (PCG) at Kotak Securities, I am responsible for managing and growing relationships with HNIs, UHNIs, and family offices across the Pune region. In this role, I provide bespoke wealth solutions across equities, structured products, mutual funds, PMS, AIFs, and alternate investments. Kotak Securities, one of India’s most trusted and leading brokerage firms, plays a pivotal role in managing the wealth of over 60% of India’s affluent households. I\'m proud to contribute to this legacy by delivering value-driven, research-backed, and goal-oriented financial strategies tailored to our elite clientele.
Education
Savitribai Phule Pune University
Bachelor of Business Administration - BBA
2017 — 2020
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