Mohit Bagdi

Co-Founder

Bengaluru, Karnataka, India14 yrs 3 mos experience
Highly Stable

Key Highlights

  • 10 years of experience in Wealth Management and M&A.
  • Expert in building time-tested investment portfolios.
  • Head of Investment Research at MIRA Money.
Stackforce AI infers this person is a seasoned professional in Fintech and Wealth Management with a focus on investment strategies.

Contact

LinkedIn

Skills

Core Skills

Investment ManagementData AnalysisMergers & Acquisitions

Other Skills

AccountingAccounting StandardsAsset AllocationAsset Management CompaniesAuditingFinanceFinancial AnalysisFinancial StatementsInternal ControlsInvestment StrategiesManagerial FinanceMutual FundsOperational Risk ManagementPrivate Wealth ManagementRebalancing Portfolio

About

According to me, the sole purpose of Investing is to grow the money comfortably. What I have learnt is investing is a bumpy ride and if we set a proper process in place, the ride can become smoother & enjoyable. ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐ซ๐ž๐ญ๐ฎ๐ซ๐ง ๐ข๐ฌ ๐ญ๐ก๐ž๐ซ๐ž๐›๐ฒ ๐š ๐œ๐จ๐ฆ๐›๐ข๐ง๐š๐ญ๐ข๐จ๐ง ๐จ๐Ÿ ๐ญ๐ก๐ž๐ฌ๐ž ๐Ÿ๐จ๐ฎ๐ซ:- Data analysis, Asset allocation, Time duration & Rebalancing portfolio. ๐€๐ฆ ๐š ๐๐ฎ๐š๐ฅ๐ข๐Ÿ๐ข๐ž๐ ๐‚๐ก๐š๐ซ๐ญ๐ž๐ซ๐ž๐ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐š๐ง๐ญ & ๐‚๐…๐€ (๐”๐’) ๐‹๐ž๐ฏ๐ž๐ฅ ๐ˆ๐ˆ ๐‚๐š๐ง๐๐ข๐๐š๐ญ๐ž with about 10 years of professional experience in the field of Wealth Management, Mergers & Acquisition (BFSI) & Financial Audits (BFSI). I have also obtained regulated licenses for Mutual funds & PMS (Portfolio Management Services) from National Institute of Securities Markets (NISM). ๐€๐ฌ ๐ญ๐ก๐ž ๐‡๐ž๐š๐ ๐จ๐Ÿ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐‘๐ž๐ฌ๐ž๐š๐ซ๐œ๐ก, my focus is to research & build portfolios which are time & market tested based on historical & forward looking data. ๐€๐ฌ๐ฌ๐ž๐ญ ๐œ๐š๐ญ๐ž๐ ๐จ๐ซ๐ข๐ž๐ฌ ๐ฐ๐ก๐ข๐œ๐ก ๐ˆ ๐๐ž๐ฅ๐ฏ๐ž ๐ข๐ง๐ญ๐จ ๐Ÿ๐จ๐ซ ๐ซ๐ž๐ฌ๐ž๐š๐ซ๐œ๐ก & ๐›๐ฎ๐ข๐ฅ๐๐ข๐ง๐  ๐ฉ๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ๐ฌ ๐š๐ซ๐ž ๐ฉ๐ซ๐ข๐ฆ๐š๐ซ๐ข๐ฅ๐ฒ ๐ข๐ง๐ญ๐จ:- ~ ๐„๐ช๐ฎ๐ข๐ญ๐ฒ โ€“ Broad Market Caps, Sectors, Factors & Thematic Indices (Domestic and International) ~ ๐ƒ๐ž๐›๐ญ โ€“ Actively Managed Debt Funds, Corporate Bonds, FDs, Target Maturity Funds & Liquid ~ ๐‚๐จ๐ฆ๐ฆ๐จ๐๐ข๐ญ๐ข๐ž๐ฌ โ€“ Gold & Silver via SGBs & Mutual Funds ๐‚๐ฅ๐ข๐ž๐ง๐ญ๐ฌ ๐ˆ ๐ก๐š๐ฏ๐ž ๐œ๐š๐ญ๐ž๐ซ๐ž๐ ๐ญ๐จ Our clientele includes several IT, Finance & Marketing Professionals + Business owners based out of India, US, UK, Germany, Finland, Dubai, & Singapore. ๐๐ซ๐ข๐จ๐ซ ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž Was part of the Ernst & Youngโ€™s M&A department, Mumbai as Associate Vice President (AVP) with core experience in the Financial services (NBFCs, Asset Management, Insurance & Banks) & Tech Startups space. Worked on more than 25 buy & sell side deals for several Domestic & Global Private Equities firm & Strategic Investors.

Experience

Mira money

Founding Member & Head of Investment Research

May 2022 โ€“ Present ยท 3 yrs 10 mos ยท Bengaluru, Karnataka, India

  • MIRA โ€“ Money Invested in Right Assetsโ„ข solves three problems that every investor faces:
  • ๐‘๐ž๐ฌ๐ž๐š๐ซ๐œ๐ก each asset, market, and sector in detail.
  • ๐€๐ฅ๐ฅ๐จ๐œ๐š๐ญ๐ž๐ฌ your money in the right assets according to your risk-return preference.
  • ๐‘๐ž๐›๐š๐ฅ๐š๐ง๐œ๐ž๐ฌ at the right time to reduce risk in your portfolio.
  • All of this with just two clicks. The best part? You can start your investment journey with us for as low as Rs.10,000/-.
  • ๐˜๐จ๐ฎ ๐Ÿ๐จ๐œ๐ฎ๐ฌ ๐จ๐ง ๐’๐š๐ฏ๐ข๐ง๐ , ๐š๐ง๐ ๐–๐ž ๐Ÿ๐จ๐œ๐ฎ๐ฌ ๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ.
  • MIRA Money is a Technology-First Investment Management platform revolutionizing the way you invest.
  • We empower you to grow your money through expertly curated growth baskets by investing in a combination of low-cost index funds and government bonds.
  • ๐–๐ก๐š๐ญ ๐ฌ๐ž๐ญ๐ฌ ๐Œ๐ˆ๐‘๐€ ๐š๐ฉ๐š๐ซ๐ญ?
  • We offer every investor a platform built on 20 years of market-proven investment strategies, previously accessible only to Ultra High Net Worth Individuals (Ultra HNI).
  • Excitingly, MIRA is now available on both iOS and Android platforms, making your investment journey convenient and accessible at your fingertips.
  • Don't miss out on the opportunity to grow your wealth.
  • ๐’๐ญ๐š๐ซ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ฃ๐จ๐ฎ๐ซ๐ง๐ž๐ฒ ๐ญ๐จ๐๐š๐ฒ ๐ฐ๐ข๐ญ๐ก ๐Œ๐ˆ๐‘๐€!
Investment StrategiesInvestment ManagementData AnalysisAsset AllocationRebalancing Portfolio

Augment capital services llp

Partner

Jan 2022 โ€“ Present ยท 4 yrs 2 mos ยท Mumbai, Maharashtra, India

  • Founded in 2010 as an Investment Management Firm, Augment Capital now addresses a remarkably diverse set of Investment Portfolios which are risk-tolerant, meet income needs and execute the core investment objectives of our clientele. We are proud to have started from the trenches and are currently managing $70 Million AUM with a remarkably diverse set of clients, which are only growing in number.
Investment Management

Ey

4 roles

Associate Vice President

Promoted

Oct 2020 โ€“ Jan 2022 ยท 1 yr 3 mos

  • Strategy & Transactions
Mergers & Acquisitions

Senior Associate - Transaction Advisory Services

Mar 2018 โ€“ Oct 2020 ยท 2 yrs 7 mos

Assistant Manager

Promoted

Aug 2016 โ€“ Jun 2017 ยท 10 mos

  • Financial Services - Assurance Department

Executive

Mar 2014 โ€“ Jul 2016 ยท 2 yrs 4 mos

  • Financial Services โ€“ Assurance Department

Deloitte haskins and sells, mumbai

Article Assistant

Aug 2010 โ€“ Aug 2013 ยท 3 yrs ยท Mumbai

Education

The Institute of Chartered Accountants of India

Chartered Accountant โ€” Commerce

Jan 2009 โ€“ Jan 2013

H.R. College of Commerce and Economics

Bachelor of Commerce (B.Com.) โ€” Commerce

Jan 2007 โ€“ Jan 2012

HVB Academy

Jan 1995 โ€“ Jan 2007

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