Shrinivas Joshi

Associate Vice President | Wealth Management

Role: Associate Vice President at Scripbox
Location: Pune, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Shrinivas Joshi

Financial Analysis | Client Relationship Management | Business Development •…

Experience

Associate Vice President
Scripbox
Jan 2023 — Present · Pune, IN

Skills

Negotiation
Marketing Management
Manage Client Relationships
Valuation
Competitive Analysis
Strategic Financial Planning
Business Analysis
Finance
Market Research
Financial Planning
Management
Business Development
Wealth Management
Mutual Funds
Risk Management
Team Management
Investments
Relationship Management
Communication Skills
Financial Analysis
Performance Measurement
Corporate Finance
Crm
Business Strategy

Contact information

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Work email
•••••@scripbox.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Scripbox

Financial Services · 201 employees · Founded 2012 · Willshire III by MFAR, Hobli, RHB Colony, Mahadevapura, 5th Floor, 492, IN

Scripbox Wealth Managers Private Limited is India's leading wealth manager, managing over 20,000+ Crores in AUM, with customers across 2500+ cities in India. Serving Clients since 2003, Scripbox understands the needs of customers in the context of their life and wealth stages, and provides customised investment solutions to help them meet their financial goals. It uses data, technology, and proprietary algorithms to deliver a full stack of wealth management solutions ranging from mutual funds, Indian and International equities, and insurance to holistic portfolio construction and financial advisory. Scripbox is led by Atul Shinghal (Founder and CEO), and Sanjiv Singhal (Founder and Chief Operating Officer). It has been recognised as the 2nd most influential financial services brand globally by LinkedIn and has received the Financial Express’ Best Bank Award. Scripbox Wealth Managers Private Limited holds multiple regulatory licenses. To view all our SEBI and AMFI registration numbers, please click the link in our bio.

scripbox.com

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