Ketan Joshi Cfp®

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.