Ketan Joshi

Ketan Joshi CFP® is a finance professional currently serving as a Trainee Advisor in Advisory Support and an LOA Administrator at Morrinson Wealth since July 2023. With experience as an International Network Planner at Origin since November 2022 and a Senior Executive at Axis Securities Limited from May 2022 to March 2023, Ketan has a strong background in revenue generation and client relationship management, engaging with over 1000 clients. Ketan founded Shree Hari Fincare, a financial planning and stock broking firm, and previously held roles including Cluster Manager at Mount Meru Group, Founder of fintech startup Fintiply, and Sales Officer at AU SMALL FINANCE BANK. Ketan's educational credentials include a Bachelor of Commerce from Vartak College of Commerce and completion of the Intermediate Professional Competency in Chartered Accountancy from The Institute of Chartered Accountants of India.