- +91 9820431043
- plan@prakashbjoshi.com
- 201, New Kamal Kunj Society, Daulat Nagar, Borivali East, Mumbai
About Us
ABOUT US
Empowering Your Financial Future with 30+ Years of Expertise
Prakash B Joshi offers personalized financial planning, portfolio management, and risk solutions tailored to your life goals. Serving clients across Mumbai and Thane, we help you invest wisely, stay protected, and grow with confidence.
To deliver holistic, research-backed, and client-centric financial services that empower people to navigate their financial lives with confidence. Our mission is to simplify complex financial choices and provide strategic guidance across investments, insurance, loans, and portfolio management—while upholding integrity, transparency, and long-term value.
To be a trusted and transformative financial partner for individuals and families across India—helping them achieve financial security, growth, and peace of mind through personalized and ethical financial planning.
Trust – Relationships built on honesty, consistency, and transparency.
Client-Centricity – Every financial plan is tailored to each individual’s goals and circumstances.
Excellence – A commitment to providing best-in-class advice based on decades of experience.
Integrity – Always acting in the best interest of the client with ethical practices.
Long-Term Thinking – Strategies designed to withstand market volatility and secure the future.
Accessibility – Dedicated support and guidance at every stage of your financial journey.
Our Experties
Your Local Financial Consultant with a National Vision
Being a highly-regarded financial consultant in Borivali, Prakash B Joshi has developed a strong client base across Mumbai and Thane. Known for his personalized service and commitment to client success, he combines local expertise with a broad understanding of the national financial landscape.
Clients from all walks of life—young professionals, growing families, senior citizens, and business owners—have placed their trust in Prakash B Joshi to help them secure their financial futures.
The 5-Step Financial Planning Approach
Prakash B Joshi has developed a time-tested 5-Step Financial Planning Process designed to guide clients with clarity and structure:
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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.
Financial Portfolio Management You Can Rely On
Whether you’re a first-time investor or a seasoned professional, you’ll benefit from a disciplined yet flexible approach that helps grow your wealth steadily while protecting it from unnecessary risk.
Life, health, motor, and general insurance customized to secure your family and assets against uncertainties.
Goal-based investment strategies tailored for long-term growth, capital protection, or income generation.
Unbiased support in choosing the right loan products—whether personal, housing, or business-related—based on favorable terms and long-term viability.
Evaluating and mitigating financial risks through diversified strategies and proactive reviews.
Contact today to schedule a consultation and take the first step toward a secure and prosperous financial future.
Let’s Build Your Financial Future—Together
Choosing the right financial advisor is not just about numbers—it’s about trust, empathy, and alignment with your goals. Prakash B Joshi is here to provide that trusted guidance and support, offering financial clarity in a world full of uncertainty.