Gajendra Kothari, CFA

Managing Director & CEO at Etica Wealth Private Limited
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Gaurav Warman ACIPD I PMP

Fantastic Person for Financial Planning services

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CFA
    CFA Institute
    Jun, 2017
    - Nov, 2024

Experience

  • Etica Wealth (P) Ltd
    • India
    • Financial Services
    • 1 - 100 Employee
    • Managing Director & CEO
      • Aug 2011 - Present

      Mr. Gajendra Kothari, CFA, ICFA is Managing Director & CEO of Etica Wealth (P) Ltd. His day to day job includes overseeing the strategy of the firm. He is also involved in meeting High Networth Individuals (HNIs) and managing their personal portfolios. Mr. Gajendra Kothari, CFA, ICFA is Managing Director & CEO of Etica Wealth (P) Ltd. His day to day job includes overseeing the strategy of the firm. He is also involved in meeting High Networth Individuals (HNIs) and managing their personal portfolios.

  • UTI Asset Management Company Ltd.
    • Mumbai Area, India
    • Vice - President & Product Head, PMS Division
      • Aug 2009 - Aug 2011

      Responsible for the Product Development and achieving sales through the Banking and Distribution Network in the Portfolio Management Services Division of UTI AMC Ltd Responsible for the Product Development and achieving sales through the Banking and Distribution Network in the Portfolio Management Services Division of UTI AMC Ltd

  • UTI International Ltd
    • London, England, United Kingdom
    • Manager - Business Development
      • Nov 2006 - Jul 2009

  • UTI Asset Management Company Ltd
    • Mumbai, Maharashtra, India
    • Manager - Institutional Sales
      • Jun 2005 - Oct 2006

Education

  • Chartered Financial Analyst, Charlottesville, VA
    CFA, Securities and Investments
    2007 - 2009
  • Chartered Alternative Investment Analyst, Amherst, Massachusetts
    CAIA, Alternative Investments
    2008 - 2008
  • Certificate for Financial Advisers, London, UK
    CeFA Level 1-4, Investments
    2008 - 2008
  • International Certificate in Financial Advice, London, UK
    ICFA, Securities and Investments
    2008 - 2008
  • International Management Institute - IMI, New Delhi, India
    MBA, Marketing & Finance
    2002 - 2004
  • BBM, Bangalore University
    Bachelor in Business Management, Marketing
    1998 - 2001

Community

You need to have a working account to view this content. Click here to join now