Etica Wealth Management Pvt Ltd - General Insurance Advisor in Andheri West, Mumbai

Etica Wealth Management Pvt Ltd - General Insurance Agents

Member since Nov 19, 2013

9029404578

info@eticawealth.com

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About Me

WHAT IS GOOD FOR THE CLIENT IS ALSO GOOD FOR THE FIRM? - T ROWE PRICE Jr. The above statement was quoted by T Rowe Price Jr, one of the greatest known corporate icon in the fund management industry in the United states in 1937. 72 years after this legendary statement, an idea called Ética Wealth Management was born with the sole mission of living up to this great quote. The word ?ética? comes from Spanish / Portuguese language which means ethics. Etica Wealth Management, as the name suggests is a private wealth management company which focuses on managing wealth for individual clients. It is just like thousands of wealth management companies in India set up in various nooks and corner of the country and this is where the similarity ends. The main thing which sets us apart is we put our money where our mouth is i.e we advise only those actions which we implement for our own portfolio. This is what it separates us from the herd. We work very differently from our so-called competitors because we do not believe in chasing the top line / bottom line. What we all strive for is a smile on our clients face. We do not have any month end / year end targets. All we look for is how many happy clients are we serving.

About Work Experience

Mr. Gajendra Kothari, CFA, CAIA, ICFA is Managing Director & CEO of Etica Wealth Management Pvt Ltd. Prior to this, he was Vice-President and Head - Products for the Portfolio Management Division at UTI Mutual Fund. He was also Business Development Head for the UK and European Markets for UTI International Ltd in London for a span of 3 years. Mr Kothari is a CFA Charterholder and has successfully completed CAIA and International Certificate in Financial Advice (ICFA) from UK London. He has also done MBA from International Management Institute, New Delhi. He has more than nine years of experience encompassing both Indian and overseas capital markets. Mr. Kothari has conducted more than 100 training sessions in the areas of Personal finance, Mutual Funds, Insurance etc at BSE, Inter-Connected Stock Exchange, Institute of Chartered Accountants of India (ICAI), Jago Investor Forum and at various B-schools, colleges and corporate houses in the country. He was recently invited by SEBI and BSE Investor Protection Forum to speak on Mutual Funds from Investors perspective to an audience of more than 300 people at Indore. His passion is to create financial awareness and empowerment amongst the youth of India. He has so far empowered more than 3,000 participants in the last 3 years. Mr Kothari has been interviewed and quoted by both international and domestic print media including Financial Times UK, The Economic Times, Times of India, Business Standard, and has made live appearances on premier business channels in India like CNBC TV 18 & CNBC Awaaz. Mr Kothari has also been featured in the e-book as Top 10 Financial Planners in India by jagoadvisor.com. He has recently been felicitated the Wealthforum Rising Star Award 2013.

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