Nikhil Bhatia — Co-Founder
Growing up, I observed the challenges many people faced when it came to managing their finances and making sound financial decisions. Many investment solutions delivered strong returns, but only a minority of investors truly benefited from them. This experience led me to transition from my role as an Investment Analyst to a Wealth Specialist. We are committed to partnering with you to enhance and safeguard your wealth. Our mission is to offer personalized financial solutions tailored to your needs and those of your family. Expect unwavering, impartial guidance across various financial instruments, including mutual funds, fixed income and insurance. My most recent role was at quant Mutual Fund managing assets worth $4 billion as an Investment Analyst. In my capacity, I undertook a multifaceted role, with three key focus areas (Equity Research, Fixed Income & on the Product front) I hold a deep conviction in fostering awareness about the latest developments in investment philosophy, market trends, and innovative ideas. Guided by my commitment, I actively collaborated with the Chief Investment Officer (in editing newsletters such as Predictive Analytics' and 'VLRT Outlook'. In addition to my editorial role, I contributed my insights through articles posted on LinkedIn and shared my perspectives on investments and business on my blog, 'Stocks & Beyond'. Notably, my expertise and insights were recognized when I was featured in a Mint podcast where I provided valuable guidance on pursuing a career in Equity Research, offering a unique perspective on the subject. I am passionate about reading books📖 (finance, investing, business, psychology etc.) and listening to business and market veterans as they are my mentors, that help me drive my investments and increase my thinking ability in a broader perspective. I love going on adrenaline-filled outdoor adventures, playing & watching sports and discussing finance, equities, investment & business opportunities etc. So, if you ever want to bounce ideas off of me or want to discuss your personal finance/investment options, please feel free to direct message or contact me at: 📧nikhilbhatia2706@gmail.com. Would be happy to have a convo! The journey till now has been beautiful, having met amazing and brilliant people throughout. And there’s a lot more to come! Love networking as I believe there is always something to learn from each and everyone. Thanks for reading about me. I wish you all the happiness in your life.
Stackforce AI infers this person is a Fintech professional with expertise in wealth management and investment analysis.
Location: Mumbai, Maharashtra, India
Experience: 7 yrs
Skills
- Equity Research
- Financial Analysis
- Product Management
- Communication
Career Highlights
- Managed $4 billion assets as an Investment Analyst.
- Co-created pitch decks raising over $38M for new funds.
- Featured in a podcast discussing Equity Research careers.
Work Experience
Infinex Wealth
Founder | Private Wealth Specialist (2 yrs 6 mos)
quant Mutual Fund
Investment Analyst (1 yr 4 mos)
Kamdar Desai & Patel, Chartered Accountants
Article Assistant (3 yrs 2 mos)
Education
Chartered Wealth Manager at American Academy of Financial Management
Accounting at The Institute of Chartered Accountants of India
Bachelor of Commerce - BCom at The KET's V. G. Vaze College of Arts, Science & Commerce (Autonomous)
HSC at The KET's V. G. Vaze College of Arts, Science & Commerce (Autonomous)
CBSE at Dav Public School, Airoli
