Vatsal Majithia — Co-Founder
A qualified finance professional with 9+ years of experience in capital markets and intensive product knowledge of stocks, derivatives, debt, mutual funds, insurance products and loans. I make up to be a 'fin'teresting guy when it comes to queries , discussion and innovation around financial products and solutions. Co-founded "The Financialist" which aims at eliminating commissions and brokerages by providing subscription based unbiased digital family office offerings. Areas of expertise : ' Capital Markets – Equity and Derivatives ' Debt-Investment Portfolio ' Insurance Advisory ' Strategize asset allocation as per risk profile.
Stackforce AI infers this person is a Fintech expert with a strong focus on financial advisory and product innovation.
Location: Mumbai, Maharashtra, India
Experience: 8 yrs 9 mos
Skills
- Capital Markets
- Financial Advisory
- Insurance Advisory
- Product Strategy
- Corporate Finance
- Tax Advisory
- Marketing Strategy
- Product Management
Career Highlights
- Co-founded a digital family office to innovate financial solutions.
- Expert in capital markets with extensive product knowledge.
- Proven track record in financial advisory and insurance product development.
Work Experience
The Financialist
Co-Founder & Chief Investment Officer (5 yrs 8 mos)
Healthysure
Founding Team - Subject Matter Expert (2 yrs 8 mos)
Dhruva Advisors LLP
Article Trainee (3 yrs)
MonkeyBridge Studios
Partner (3 yrs 1 mo)
Education
CFA Chartered Holder at CFA Institute , USA
Master of Commerce at Narsee Monjee College of Commerce and Economics
Chartered Accountant at Institute of Chartered Accountants of India
Bachelor of Commerce at Narsee Monjee College of Commerce and Economics
XIth - XIIth at Narsee Monjee College of Commerce and Economics
upto Xth at Swami Vivekanand International School and Junior College
