Fundraising Fox

Jashank Pohani

Investor

Head of Family Office Relationships at Artha Group

New York, New York, United States

About

A CFA charterholder and CA (ICAI) with over seven years in wealth management and consultancy, having advised family offices in India and the Middle East and helped set up a multi-family office in Dubai. He manages investor relations for Artha.

Experience

  1. Artha GroupHead - Family Office Relationshipscurrent2024 β€” presentMumbai, Maharashtra, India
  2. Artha GroupAssociate - Investor Relations2021 β€” 2024Mumbai, Maharashtra, India
  3. Ladderup Wealth Management Private LimitedPrivate Wealth Manager - Middle East2019 β€” 2021Dubai, United Arab Emirates
  4. Ladderup Wealth Management Private LimitedPrivate Wealth Manager2018 β€” 2019Mumbai, Maharashtra, India
  5. JCR & Co., Chartered AccountantsSenior Executive2013 β€” 2017Mumbai, Maharashtra

Skills & more

Microsoft Excel3Management1Wealth Management8Investment Management5Equity Research5Financial Analysis1Venture Capital1Valuation1Market Analysis1Business Valuation1Internal Controls1Internal Audit3
+11 moreAuditingAccountingIncome TaxTaxMergers & AcquisitionsTax ReturnsTax AccountingIFRSEquity ValuationFinancial Market ResearchStatutory Audit

Languages English Β· Hindi Β· Marathi Β· Sindhi

From Jashank's professional profile.

Colleagues at Artha Group

Frequently asked questions

Who is Jashank Pohani?
A CFA charterholder and CA (ICAI) with over seven years in wealth management and consultancy, having advised family offices in India and the Middle East and helped set up a multi-family office in Dubai. He manages investor relations for Artha.
Where does Jashank Pohani work?
Jashank Pohani is Head of Family Office Relationships at Artha Group.
Where did Jashank Pohani go to school?
Jashank Pohani studied at CFA Institute (CFA Charterholder, Investments and Securities); The Institute of Chartered Accountants of India (Integrated Professional Competency Course (I.P.C.C.), Accounting and Finance); Mithibai College (Bachelor of Commerce (B.Com.), Business/Commerce).

Same school

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