Sumedh Joshi

Sumedh Joshi is an experienced finance professional currently serving as a Relationship Manager at AR Preferred since February 2022, where previous roles included Account Manager and Account Manager (Executive Trainee) focused on wealth management and investment services. Prior experience includes a Management Trainee position at Prudent Corporate Advisory Services Ltd., responsible for onboarding Independent Financial Advisors (IFAs) and familiarizing them with products and services. Sumedh's career began as an Accountant at TDK & Co Chartered Accountants from June 2018 to October 2019. Academic credentials include a Masters in Management Studies with a focus on Finance from Chetana's R. K. Institute of Management & Research, and a Bachelor of Commerce from SIES College of Commerce & Economics.