Prashant Joshi

Co-Founder & Partner, Family Office Advisory



Prashant is an accomplished professional with over 20 years of deep domain expertise in the family office and private banking space. He has advised numerous top business families in India on investment framework, portfolio strategy and succession planning. Prashant has witnessed various market cycles and his views on asset classes, market insights and research are widely respected and regularly featured in various national media outlets. Prashant is an advisory council member advising families on investments, inheritance, succession, and Family Trusts for optimal wealth management. Prashant specializes in investment strategy, family office creation, and succession planning. Prior to co-founding Upwisery, Prashant worked with the Confederation of Indian Industry (CII), HSBC Invest direct and ICICI Bank among others. Prashant holds a Bachelor’ in Commerce (, Shimla and a Master’ in Management Studies (Finance) from ICFAI, Hyderabad.

The latest articles from Prashant Joshi

Publications & Thought Leadership

India’s Evolving Wealth Market and Curating Winning Investment Portfolios for Private Clients The wave of India’s private wealth has been rising across the board – from the mass affluent segment to HNW and UHNW clients – for some years now, and all that money needs to be invested somewhere, at home or overseas, in public or in private markets. Bryan Henning, Head of International for the fam....

The latest events from Prashant Joshi