Shekhar Joshi
Financial Services Consultant @Deutsche Vermögensberatung
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WORK HISTORY
Financial Services Consultant @Deutsche Vermögensberatung
Berlin, DE
In my role, I conduct thorough financial assessments, develop personalized plans for clients, and offer expert advice on investments, insurance, retirement, and wealth management. I build strong client relationships through regular communication and stay updated on financial products, markets, and industry trends. Adherence to German regulations and compliance is a fundamental part of my responsibilities.
EDUCATION
CFA
CFA Level 1, Banking, Corporate, Finance, and Securities Law
Indian Institute of Management, Calcutta
Executive Programme in Investment Banking and Capital Markets, Banking, Corporate Finance, and Securities Law
The Institute of Chartered Accountants of India
Integrated Professional Competence Course , Accounting and Finance
ACCA
Strategic Professional , Accounting and Finance
IU International University of Applied Sciences
Master of Business Administration (Finance) (90 ECTS), Accounting and Finance
Kredent Academy
CRTA, Equity Market
Umeshchandra College
Bachelor of Commerce - BCom, Accounting and Finance
Shree maheshwari Vidyalya
Higher Secondary, Business/Commerce
The WallStreet School
Investment Banking and Relative Valuation, Finance and Financial Management Services
London South Bank University
Master of Business Administration, Accounting and Finance
ABOUT SHEKHAR JOSHI
Catalyzing transformative growth through precision-driven investment…
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