Mumbai: The Wealth Company, a Pantomath Group enterprise, has appointed B Y Joshi as Chief Operating Officer (COO) of its Asset Management division.
A respected figure in India’s financial services industry, Bhalchandra (B. Y.) Joshi brings with him more than three decades of hands-on experience across asset and wealth management, operations, compliance, and digital transformation.
In his new role, Joshi will spearhead enterprise operations, technology-driven efficiency, and innovation-led strategic initiatives, all with a customer-first mindset. His appointment comes as The Wealth Company sharpens its focus on scale, agility, and sustainable value creation in the evolving financial landscape.
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“We are delighted to welcome B Y Joshi,” said Madhu Lunawat, MD & CEO of Wealth Company Asset Management Holdings Pvt Ltd. “His deep operational expertise and industry foresight will be instrumental in shaping the next phase of our growth journey, enabling us to deliver excellence at every stakeholder touchpoint.”
B Y Joshi: A Career Rooted in Excellence and Innovation
Joshi’s distinguished career includes senior leadership roles across top financial institutions such as 360 ONE Wealth, Whiteoak Capital Investment Management, Cybrilla Technologies, Nippon Life India AMC, ICICI Bank, Standard Chartered, and Citibank. He is known for successfully aligning operational excellence with business strategy while championing customer experience and digital transformation.
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“I am honored to join a forward-thinking company like The Wealth Company,” said B Y Joshi. “With a bold vision and strong momentum, I look forward to creating scalable frameworks that deliver long-term impact and market leadership.”
Recognized Industry Contributor
Joshi has played a transformative role in shaping India’s asset management ecosystem. He has served as a Member of the AMFI Operations & Compliance Committee (OPCO) for over 10 years and as a Board Member of Mutual Fund Utilities (MFU) for seven years. His expertise spans operations, compliance, investor servicing, distributor management, and tech-led service innovation.
With this appointment, The Wealth Company signals its commitment to operational resilience, stakeholder value, and pioneering industry-first initiatives that define the future of asset management services in India.
