Madhura Deshpande
Associate Vice President at 360 ONE Wealth- Claim this Profile
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Topline Score
Bio
Vaibhavi Pandit, CFP®
Madhura is one of the most dedicated professionals I have worked with and is willing to put that extra help whenever you need it. Her expertise as a financial advisor is considerable and her concepts of the subject are crystal clear. She would be a valuable asset to any organization, she works with. I would love to work with her again.
Shalini Dhawan
Madhura is a very bright, intelligent and committed individual who doesn't shy away from stretching her limits in delivering superior financial advice for clients. She is an asset to have in a financial advisory team. I am happy to have worked with her when she was part of the Financial Planning team at Plan Ahead Wealth Advisors.
Vaibhavi Pandit, CFP®
Madhura is one of the most dedicated professionals I have worked with and is willing to put that extra help whenever you need it. Her expertise as a financial advisor is considerable and her concepts of the subject are crystal clear. She would be a valuable asset to any organization, she works with. I would love to work with her again.
Shalini Dhawan
Madhura is a very bright, intelligent and committed individual who doesn't shy away from stretching her limits in delivering superior financial advice for clients. She is an asset to have in a financial advisory team. I am happy to have worked with her when she was part of the Financial Planning team at Plan Ahead Wealth Advisors.
Vaibhavi Pandit, CFP®
Madhura is one of the most dedicated professionals I have worked with and is willing to put that extra help whenever you need it. Her expertise as a financial advisor is considerable and her concepts of the subject are crystal clear. She would be a valuable asset to any organization, she works with. I would love to work with her again.
Shalini Dhawan
Madhura is a very bright, intelligent and committed individual who doesn't shy away from stretching her limits in delivering superior financial advice for clients. She is an asset to have in a financial advisory team. I am happy to have worked with her when she was part of the Financial Planning team at Plan Ahead Wealth Advisors.
Vaibhavi Pandit, CFP®
Madhura is one of the most dedicated professionals I have worked with and is willing to put that extra help whenever you need it. Her expertise as a financial advisor is considerable and her concepts of the subject are crystal clear. She would be a valuable asset to any organization, she works with. I would love to work with her again.
Shalini Dhawan
Madhura is a very bright, intelligent and committed individual who doesn't shy away from stretching her limits in delivering superior financial advice for clients. She is an asset to have in a financial advisory team. I am happy to have worked with her when she was part of the Financial Planning team at Plan Ahead Wealth Advisors.
Credentials
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CFP Certification - Global Excellence in Financial Planning
FPSB Ltd.Dec, 2021- Nov, 2024 -
NISM VA - Mutual Fund Distributors Certification Examination
National Institute of Securities Markets (NISM)Oct, 2020- Nov, 2024
Experience
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360 ONE Wealth
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Financial Services
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200 - 300 Employee
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Associate Vice President
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Apr 2023 - Present
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Senior Associate
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Jan 2023 - Mar 2023
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HDFC Bank
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India
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Banking
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700 & Above Employee
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Associate Director - Investment Analytics
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Sep 2021 - Dec 2022
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Motilal Oswal Financial Services Ltd
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India
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Financial Services
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700 & Above Employee
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Manager
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Apr 2020 - Sep 2021
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Assistant Manager
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Apr 2017 - Mar 2020
Involved in Family Office performance reporting, Investment Proposals, Portfolio Reviews
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Religare Private Wealth
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India
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Financial Services
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1 - 100 Employee
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Deputy Manager - Financial Planner
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Dec 2016 - Mar 2017
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ICICIdirect
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India
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Financial Services
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700 & Above Employee
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Executive - Investment Advisory & Service
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Apr 2015 - Dec 2016
Financial Planning Financial Planning
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Plan Ahead Wealth Advisors
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India
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Financial Services
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1 - 100 Employee
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Para Planner and Research Associate
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Dec 2012 - Oct 2014
Financial Plan Preparation, Financial Plan Review, Research on Financial Products, Investment Advisory, Asset Allocation, Portfolio review & rebalancing etc. Financial Plan Preparation, Financial Plan Review, Research on Financial Products, Investment Advisory, Asset Allocation, Portfolio review & rebalancing etc.
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Education
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CFA Institute
CFA Level 2 Candidate
Community
