Anup Joshi's Location
Mumbai, MH, IN
Anup Joshi's Work
- Investment Specialist @ AU SMALL FINANCE BANK
- Investment Specialist @ Anand Rathi Financial Services Limited
- Investment Specialist @ Kotak Mahindra Bank
- Investment Advisory Expert @ PRINCIPAL RETIREMENT ADVISORS PRIVATE LIMITED
- Investment Analyst @ IIFL (India Infoline Group)
- Certified Financial Planner @ Edelweiss Capital
- Product Manager- TPP MF @ HDFC Bank
- Financial Planner (Grade Manager) @ Destimoney Securities Pvt. Ltd
- Financial Planner @ ASK Wealth Advisors
- CFP @ I.C. Plus, Inc.
Anup Joshi's Education
- Financial Planning Standard Board- India
CFP (Financial Planning)
2007 - 2008 - Institute : KLS Institute of Management Education And
Post Graduation: MBA; Bachelor of Business Administration (Finance)
2002 - 2004 - CFA Institute
cleared all 3 level's of CFA
Anup Joshi's Skills
- Wealth Management
- Portfolio Management
- Banking
- Investments
- Mutual Funds
- Insurance
- Retail Banking
- Financial Planning
- Investment Advisory
- Financial Analysis
Anup Joshi's Summary
Anup Joshi, based in Mumbai, MH, IN, is currently a Investment Specialist at AU SMALL FINANCE BANK, bringing experience from previous roles at Anand Rathi Shares and Stock Brokers Ltd, Kotak Mahindra Bank, PRINCIPAL RETIREMENT ADVISORS PRIVATE LIMITED and IIFL. Anup Joshi holds a 2007 - 2008 CFP in Financial Planning @ Financial Planning Standard Board- India. With a robust skill set that includes Wealth Management, Portfolio Management, Banking, Investments, Mutual Funds and more, Anup Joshi contributes valuable insights to the industry. Anup Joshi has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Anup Joshi you were looking for?
Find contact details for 700 million professionals.
Others Named Anup Joshi
-
1
-
21
-
21
Top AU SMALL FINANCE BANK Employees
-
22
-
31
-
25+
-
22
-
11
-
15
-
22
-
31
-
25
-
11
-
24
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
