Yash Joshi

Yash Joshi is the Executive Director at Upper Crust Wealth, a distinguished boutique wealth management firm rooted in trust and a wealth of experience. Upper Crust Wealth is dedicated to tailoring bespoke solutions that empower clients to craft, nurture, and strategically plan for wealth that spans generations. This financial planning firm stands as an extension of MyAdvisor, a pioneering entity within the Smartlink Group, established back in the year 2000. The pedigree and insights that Upper Crust Wealth offers are highly sought after by their clientele, who predominantly consist of Ultra-High Net Worth individuals. The services provided are characterized by exclusivity and individualized attention, ensuring that each client receives the utmost in personalized care.

MyAdvisor, the parent company, boasts an impressive Asset Under Management (AUM) portfolio exceeding 300 Crores, which is further bolstered by a vast client base that encompasses over 2,500 families and 8,000 retail clients. This remarkable success can be attributed to the collective expertise of their team, which comprises over 35 highly qualified and seasoned advisors with diverse credentials, including Certified Management Accountants (CMAs), Chartered Accountants (CAs), Chartered Financial Analysts (CFAs), Certified Financial Planners (CFPs), and accomplished MBAs, among others. Upper Crust Wealth, under the astute leadership of Yash Joshi, holds its ground as a trusted partner in the financial journey of their clients, particularly in the vibrant city of Vadodara (Baroda), Gujarat. Their commitment to delivering tailor-made wealth management solutions and their unwavering dedication to financial success has made them a top choice for those seeking multi-generational wealth planning and management.