Hiya, I'm Falgun Joshi.
Hiya, I'm Falgun Joshi.
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I am a certified financial planner with over 18 years of insightful experience in continually refining and advancing an organization in the domain of Banking and Financial services. I specialize in handling various Banking and Transaction needs of UHNI clients, managing multi-currency structured products and investment portfolios for Private Clients.
My Approach
My Approach
Articulate
Articulate
I am well-versed with different investment markets and accomplished in providing scalable financial advices in line with client requirements. I am also an engaging and influential communicator, who believes in building productive relationships with people from all backgrounds.
Farsighted
Farsighted
I am an insightful professional possessing proven track record of integrating sound management practices for driving results, improving inefficiencies and increasing productivity.
Present profile
Present profile
Offer all kinds of solutions related to any kind of investment planning including structured and insurance products for HNI & UHNI clients around the world. My punch line - "Think Investment - Connect Falgun"
Get in Touch!
Get in Touch!
Schedule a one-on-one cup of coffee consult with me to discuss your first steps.
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