Testimonials
Amit has extensive knowledge in personal finance and helped me calculate my needs using a simple Excel sheet, which has guided me toward achieving my long-term goals.
Services
Video meeting . 30 mins
5
Personal Finance
Qualified opinion on Investments
About me
I have spent most of my adult life in and around India's Capital Markets. My father was a member of BSE and that exposed me to how stock markets function from a very young age.
I completed my MBA (Finance) from JBIMS in 2004 and was very fortunate to meet stalwarts such as Shivanand Mankekar, Sadeep Gokhale, Tushar Pradhan, Shivkumar and Professor Moradian while studying there.
Post MBA, I spent a few months working at IDBI Bank Treasury as a analyst. Eventually I became a member of MCX and NCDEX IN 2004. From 2004 to 2014, I spent many years developing Commodity Arbitrage models in various agri commodities and metals across many Indian cities and towns.
In 2014, I decided to change paths from Commodities towards holistic wealth management. Today, at Fincode, we manage wealth of over 1000 individual clients ranging from HNIs, retail and NRIs.
From Trader to Treasury Analyst to Commodity Arbitrageur to Wealth Manager. It has been a very eventful, educative and memorable journey.