B.Y. Joshi Joins The Wealth Company as Chief Operating Officer
Mumbai, July 16, 2025: The Wealth Company – A Pantomath Group Company, is pleased to announce the appointment of veteran industry leader Mr. Bhalchandra Joshi (B.Y. Joshi) as Chief Operating Officer for The Wealth Company’s Asset Management arm. With over three decades of leadership experience in India’s banking and financial sector, Mr. B.Y. Joshi brings a wealth of expertise to this role. As Chief Operating Officer (COO), Mr. B.Y. Joshi will oversee group operations and drive strategic value creation for stakeholders through operational excellence, technology & AI led innovation and sustained growth initiatives, further strengthening The Wealth Company’s position in the industry with customer first approach.
Mr. B.Y. Joshi is a seasoned leader in the financial services industry, with MBA in Marketing and is a Certified Financial Planner with deep expertise in Asset and Wealth management operations. At The Wealth Company, he brings a strategic edge honed through years of steering high-impact initiatives across top-tier institutions. Prior to this, Mr. B.Y. Joshi played a crucial role in aligning operational goals with business strategy along with evolving market needs at 360 One Wealth & Asset Management. His distinguished career spans leadership roles such as Head – Global Strategy and Operations at Cybrilla Technologies, Member of the AMC board, Executive Director & COO at Whiteoak Capital Investment Management, and Chief – Service Delivery and Operations excellence at Nippon Life India Asset Management Company Limited. He has also held key positions at India’s premium banks ICICI Bank Limited, Standard Chartered Bank and Citibank.
Emphasizing on appointment, Ms. Madhu Lunawat, MD & CEO, Wealth Company Asset Management Holdings Private Limited said, “We are committed to driving long-term value for our stakeholders, and the appointment of Mr. Joshi is a significant step in that direction. As The Wealth Company’s Asset Management arm continues to evolve with an customer-first mindset, we are confident that his leadership will help set new benchmarks for operational excellence. We are delighted to welcome Mr. Joshi, whose efficiency-led approach and deep domain expertise will play a pivotal role in reshaping the ecosystem and advancing our strategic vision.”
Adding to it, Mr. Bhalchandra Joshi, Chief Operating Officer, Wealth Company Asset Management Holdings Private Limited said, “I am thrilled to join a company that is truly committed to enhancing market efficiency. Over the past three decades, I’ve witnessed the remarkable evolution of the financial services industry—but only few companies have shown the kind of momentum and clarity of vision that The Wealth Company embodies today. With the business poised for unprecedented growth, I am excited to contribute to long-term value creation and help lay a strong foundation for a future that’s both dynamic and enduring.”
Notably, Mr. B.Y. Joshi has made significant contributions to the Asset Management industry through his decade-long tenure as a Member on the Operations and Compliance Committee of the Association of Mutual Funds in India (AMFI-OPCO), and as a Board Member of Mutual Fund Utilities (MFU) for seven years. With robust experience across Operations, Compliance & Risk, Mutual Funds, Customer Experience, Investor Servicing, Distributor Management, Digital & Technology initiatives and Game changing Industry first service centric solutions Mr. B.Y. Joshi is widely regarded as one of the most accomplished and versatile professionals in the Indian Asset and Wealth management ecosystem.
With his proven leadership, sharp industry foresight, and a distinguished track record of excellence, Mr. B.Y. Joshi is set to play a pivotal role in driving The Wealth Company’s next phase of growth. This journey will be anchored for continuous innovation, operational resilience, and an unwavering focus on delivering stakeholder value. Under his Leadership the company will continue to pioneer industry-first initiatives that enhance service excellence and set new standards for sustainable transformation across the Asset Management services landscape.