GAURAV JOSHI

Evaluator
DISC Type : dcs

Deputy Vice President at FundsIndia Private Wealth

Delhi, India

Overview

Gaurav Joshi is a Deputy Vice President at FundsIndia Private Wealth with over 15 years of experience in financial services. He specializes in delivering tailored wealth management solutions, structured financing, and client relationship management for high-net-worth individuals. Gaurav holds an MBA from Welingkar Institute of Management.

His social media activity shows a deep engagement with financial market analysis, often sharing data-driven insights on investment trends and economic shifts. He is focused on educating his network about opportunities in Indian equities and mutual funds.

He has a keen eye for disruptive financial innovations, such as the new tax-efficient investment opportunities for NRIs in GIFT City.

Personality Overview

Thorough Evaluator

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

HNWI Wealth Management
His role is centered on creating bespoke wealth solutions for high-net-worth clients, utilizing a research-driven, multi-asset approach.
Indian Market Shifts
He actively analyzes and posts about structural shifts in Indian equities, such as the rising influence of Domestic Institutional Investors (DIIs) over FIIs.
Mutual Fund Trends
Frequently discusses where capital is flowing in the mutual fund industry, highlighting investor preferences for Flexi Cap, Small Cap, and Mid Cap funds.

Media Appearances

GAURAV has no verified media appearances

Work History

3-2025
Deputy Vice President at FundsIndia Private Wealth
12-2024 - 5-2025
Assistant Vice President at Nuvama Wealth
7-2023 - 12-2024
Chief Manager at Nuvama Wealth
10-2022 - 8-2023
Senior Manager at Nuvama Wealth
5-2022 - 9-2022
Sales Manager at Nuvama Wealth

Education

2018 - 2019
CFP from International College Of Financial Planning
2016 - 2018
MBA - Master of Business Administration from Welingkar Institute of Management

More Information

Social Presence :

Prographics :

Exp : 8 Location : Delhi, India Job Level : Senior Designation : Deputy Vice President at FundsIndia Private Wealth
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Insights For Selling To GAURAV

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with GAURAV is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from GAURAV

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will GAURAV move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can GAURAV take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And GAURAV

Personality Compatibility


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