Gajendra Kothari, CFA

Mumbai Area, India India

Managing Director & CEO

Finance / Banking / Insurance

Currently involved in advising HNIs and Salaried investors in managing their personal wealth which includes formulating a Financial Plan, recommending various investments viz. Mutual Funds, Bonds, Fixed Deposits, Life & Health Insurance etc to achieve the financial goals. Also passionate about creating financial awareness through financial literacy workshops at various corporates, B-schools, Colleges and other investor forums