The Wealth Company, a Pantomath Group entity, has appointed veteran financial services leader B.Y. Joshi as Chief Operating Officer of its Asset Management arm. With over three decades of experience across India’s top banking and asset management institutions, Joshi will spearhead operational strategy, innovation, and stakeholder value creation.
A Certified Financial Planner with an MBA in Marketing, Joshi has held leadership roles at 360 ONE Wealth & Asset Management, Whiteoak Capital, Nippon Life India AMC, and global banks including ICICI, Standard Chartered, and Citibank. His appointment signals The Wealth Company’s commitment to operational excellence, tech-led transformation, and a customer-first approach.
“We are delighted to welcome Mr. Joshi,” said Madhu Lunawat, MD & CEO, Wealth Company Asset Management Holdings. “His efficiency-led mindset and deep domain expertise will help set new benchmarks for service delivery and strategic growth.”
Joshi’s industry contributions include a decade-long tenure on AMFI’s Operations & Compliance Committee and seven years on the Mutual Fund Utilities (MFU) board. His experience spans operations, compliance, investor servicing, distributor management, and digital innovation — positioning him as one of the most versatile professionals in India’s asset and wealth management ecosystem.
“I’m thrilled to join a company with such clarity of vision and momentum,” said Joshi. “The Wealth Company is poised for dynamic growth, and I look forward to building a resilient, innovation-driven foundation for long-term value creation.”
Under Joshi’s leadership, The Wealth Company aims to pioneer industry-first initiatives and elevate service excellence across its asset management landscape.
