Investologist Financials Pvt. Ltd. | Management Team
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Management Team

Gaurav Kshirsagar – Co-Founder

Gaurav is an MBA from School of Economics-DAVV Indore, He is also a certified Chartered Wealth Manager® awarded directly by American Academy of Financial Management USA. He has spent over 17 years in Financial Services Industry which includes his stint in prominent Financial institutions in Mumbai as well as Indore, such as Motilal Oswal Wealth Management, Barclays Bank Plc., Axis Bank Ltd.(Axis Wealth, Burgundy) and Yes Bank Ltd (Yes First & Wealth Management). Where he was responsible for acquiring and managing HNI, Corporate and NRI client relationships and helping them with solutions for their wealth management needs.

Gaurav has additionally completed professional  certifications like Certified Private Wealth Manager (CIEL) 2014, NISM V A, NISM XA (level 1 Investment Advisor) 2017 and NISM XB (Level 2 Investment Advisor)2017.

Rajesh Patidar – Co-Founder

Rajesh is an MBA, BSC. (Computer Science). He is also a certified Chartered Wealth Manager ®  awarded directly by American Academy of Financial Management USA. Having more than 17 years of rich experience in working with top Banks and Financial Institutions like ICICI Prudential, Yes Bank Ltd. and Axis Bank Ltd. He has worked in different business verticals such as Wealth Management, Corporate Banking, Trade & Forex, Business Banking, and Institutional Banking.

Spending more than 17 years in financial industry, he has rich understanding and versatile expertise in managing & providing customised solutions to the clients. Rajesh has a great understanding of investment requirements of business houses of different sizes and verticals and best solutions to be offered for their different needs. Rajesh feels that the strong bond, he shares with his clients which has been developed over a period of his career span, is one of his biggest professional assets. Rajesh makes it a point to stay updated with latest happenings and News related to financial markets, as
most of his spare time he spends in reading business journals and articles & also listening business Podcast.

Rajesh has additionally completed professional certifications like NISM Series -VA (Mutual Fund Distributor Certification), NISM Series XA- Lavel 1(Investment Advisor) 2017 and NISM Series – XXI-A (Portfolio Management Services Distributor Certification).