Tailormade Financial Solutions

Prakash B Joshi

With over 30 years of experience, Prakash Joshi offers personalized financial strategies rooted in trust and pragmatism. Specializing in financial portfolio management, he provides customized solutions for every financial challenge. His approach, influenced by principles of yoga and meditation, brings calmness and stability to financial planning. Serving a diverse clientele—from professionals to business owners—Prakash Joshi is a respected financial consultant in Borivali.

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About Us

Real Stories. Real Trust.

Voices of Our Clients

Trusted by Clients Across All Walks of Life

30+ Years. 100% Transparency.

Credentials & Compliance

Certified. Experienced. Transparent.

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Instant Financial Fitness Check

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4.9

(100 Reviews)

From Google Business

ABOUT US

Personalized Wealth Solutions, Backed by 30+ Years of Trust

From professionals to retirees, Prakash Joshi helps individuals build, protect, and grow their wealth with customized financial strategies rooted in stability, clarity, and care.

ABOUT US

OUR SERVICES

We Are Offering

Wealth Management

Financial Portfolio Management

Risk Management / Future Security

Comprehensive Insurance Solutions

Capital Management

Personalized Investment Strategy

Debt Management / Funding Support

Comprehensive Loan
Support

MORE services

Our Process

Your Life. Your Goals. Our 5-Step Plan.

We build personalized financial plans around your most important milestones — from Education and Marriage to Retirement and Travel — so you can live life like a king.

30

years of experiance

  • Set clear goals
  • Plan with purpose
  • Achieve with confidence
Explore Our Process
Education
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Marriage
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Risk Management
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Retriement
0%
Travel
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Start Planning Your Best Life - Book Your Consultation Now

Life doesn’t wait...

— and neither should your financial planning. Start your journey with our 5-step goal-based approach tailored to Education, Marriage, Retirement, and Travel.

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Is This the Right Time for You to Start?

A smart financial plan does more than grow your wealth—it protects it. Whether you're preparing for education, marriage, retirement, or life's uncertainties, our proven approach to Financial Planning and Risk Management helps you stay secure, stress-free, and future-ready.

Professionals

Doctors,

Lawyers,

Architects,

Chartered Accountants etc

Salaried

Individuals across

MNC's,

Private Sector Employees,

Government Employees

Business Family

We help family business owners across industries secure growth and protect their legacy.

NRI's

Even from thousands of miles away, you can secure a stable financial future for your family in India.

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Wilson Pereira

Wilson Pereira

Happy Client

I have been dealing with Mr Prakash Joshi since 1999 and I have always been 100% happy with the service and advice extended by him and his team on Life Insurance, Medical Insurance and investment matters. Prakash Joshi’s communication is very good and He is always prompt in responding to requests.

D. Bandyopadhyay

D. Bandyopadhyay

Happy Client

Shri Prakash Joshi has been associated with us for over last 15 years . We are extremely happy with his advice and services in various Insurance and other Financial Services. I have no hesitation in recommending his name in his areas of expertise .

TESTIMONIAL

Our Happy Client's Review

From young professionals to seasoned business owners, our clients share how personalized financial planning helped them gain clarity, confidence, and peace of mind.

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LATEST NEWS

Our News And Insights

Our Address :

201, New Kamal Kunj Society Opp. Hinduja Hall, Near.Honda Service Stand. Road No. 9 & 4, Corner Of Daulat Nagar, Borivali East Mumbai - 400066.

Email Us :

plan@prakashbjoshi.com

Call Us now:

+91 98204 31043