Fortura Financial Partners Ltd
Ketan Joshi CFP® has a multifaceted background in financial services, currently serving as a Trainee Advisor - Advisory Support at Fortura Financial Partners Ltd since December 2024. Prior experience includes roles in advisory support and administration at Morrinson Wealth, as well as serving as an International Network Planner at Origin. Ketan's career highlights also encompass founding Shree Hari Fincare, a financial planning and stock broking firm, and leading a fintech startup, Fintiply. Ketan's earlier positions include Cluster Manager at Mount Meru Group and Sales Officer at AU SMALL FINANCE BANK, alongside an internship at Latin Manharlal. Ketan holds a Bachelor of Commerce degree from Vartak College of Commerce and has completed the Chartered Accountancy Course at The Institute of Chartered Accountants of India.
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Fortura Financial Partners Ltd
We can all imagine the future we want for ourselves and for our family. All the advice SJP Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether we support you in the complex area of corporate planning, or with pension advice or estate planning, we want you to feel confident and in control of your finances. You can find St. James's Place fund fact sheets, key fund information and performance data here: www.sjp.co.uk/individuals/fund-prices For full details of the range of products and services that are available to you, view our 'Wheel of Services': www.sjpmarketingstore.co.uk/sjpconnectpdf/SJP989.pdf Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested. Fortura Financial Partners Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. SJP Approved 07/01/2025