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Gaurav Kaushik, CFA — Executive Director, Avendus Wealth Management · Avendus · Greater Delhi Area.
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About
Gaurav has been an integral part of the Wealth Management industry since 2004 .He is a highly decorated and pedigreed Private Banker. Has diverse experience of handling U-HNI clients (domestic & NRIs,) for their investment, capital, credit, banking and estate planning requirements. Gaurav currently manages assets across products like direct stocks, Mutual Funds, PMS's, PIPEs, Private Equity, Real Estate, venture investing, venture debt, private equity, structured products etc. in India and has a proven track record. Has been investing in markets since 2004 and has rich experience of managing own and client capital and investor behavior. Specialties: Asset Allocation, Portfolio Management, Investment Analysis and Advisory, Attribution analysis, Behavioral finance, Equity Research, U-HNI Client Acquisition and Key Relationship Management
Experience
DirectorCurrent
CFA Society India · Mumbai
Oct 2026 – Present
Director on the Board of Indian Association of Investment Professionals (CFA Society India*)
Executive Director, Avendus Wealth ManagementCurrent
Avendus
Feb 2023 – Present
Education
Skills
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