Yogendra Joshi is a Registered Investment Adviser (with SEBI) and a CERTIFIED FINANCIAL PLANNERCM (by FPSB India).
He brings to the table expertise in diverse fields of finance from Financial Planning, Investment Advisory, asset allocation, diversification and risk management to income tax & wealth tax optimization. He is actively involved in spreading Financial Literacy to masses.
Committed to spreading awareness about financial planning, He has carried out ‘Financial Planning’ awareness sessions at various organizations like HPCL, Geometric, Sky Scape India, Atos India Ltd , TCS , Thane Bar Association, CIO Club Pune , to name a few. He regularly contributes in print media and written Articles in Loksatta , Lokmat , Sakaal Etc. and have been invited as a special guest on reputed television channels like IBN Lokmat, ABP Maaza and Delhi Doordarshan. He is very passionate about taking financial planning movement to the grassroots in society; thereby perking the financial health of the country. He has been doing lot of awareness programs in cities like Thane, Mumbai, Pune, Solapur, Nashik etc. As on today he has conducted more than 100 such programs and attended by around 5000-6000 investors.
He was acting as Consultant to Financial Planning Standards Board during 2009-2010. During that period he has guided more than 150 students to accomplish Certified Financial PlannerCM Certification. Also during the period he has conducted awareness program about FPSB certification in various colleges like Thana College, Somaiyya College etc.
He has conducted trainings for more than 1000 students of 8th 9th and 10th Standard from Various Schools like Saraswati Secondary School, Shiv Samarth Vidyalaya, Shrirang Vidyalaya for National Financial Literacy Assessment Test (NFLAT) conducted by NISM on all india basis. He is also ex-secretary society Of Financial Planners (SOFP)
He regularly conducts training sessions to IFA fraternity through Forums like network FP, SOFP. He has conducted session on “Charging Fees by RIA” the master class session for NFP in 2018. He has conducted session on “Confidentiality, Business Continuity Plan and Disaster Recovery” in National Conference of NFP in 2019. He was chairperson of Regional Conference for IFA’s Thane region in July 2019.
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