Team

Team Etica Wealth Management

“Alone we can do so little, together we can do so much.” –Helen Kelle

 

The difference between success and failure is a great team. Etica Wealth strongly believes in creating a world class ambience for our team members and whatever we have achieved so far is result of the tireless efforts and dedication from our wonderful people.

Meet the Team

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 11 years of experience encompassing both Indian and overseas capital markets.

Mr. Kothari has conducted more than 200 training sessions in the areas of Personal finance, Mutual Funds, Insurance etc at SEBI Regional seminars, BSE, Inter-Connected Stock Exchange, Institute of Chartered Accountants of India (ICAI), and at various B-schools, colleges and corporate houses in the country. His passion is to create financial awareness and empowerment amongst the youth of India. He has so far empowered more than 5,500 participants in the last 4 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, Live Mint and has made live appearances on premier business channels in India like CNBC TV18, ET NOW, ZEE Business, Doordarshan, Bloomberg TV, Headlines Today & CNBC Awaaz. Mr Kothari has also been featured in the e-book “Top 10 Financial Planners in India” by jagoadvisor.com. He has also been felicitated the Wealthforum Rising Star Award 2013.

Mr. Gajendra Kothari
CFA, CAIA, ICFA

Managing Director & CEO

Mr. Chintan Shah
B.Engg, MBA, CFP

Associate Partner

Mr. Chintan Shah, B.Engg, MBA, CFP is an associate partner of Etica Wealth Management Pvt. Ltd. Prior to becoming a part of the Etica family in 2014, Chintan has done internships at AKD Securities (Currency Derivatives), Anagram and Edelweiss (Equity Research). He then joined his Family Business and was instrumental in doubling the turnover in less than two years. Chintan had always been passionate about equities, money markets and was actively involved in managing his family’s investments. It was here that he realized the lack of awareness and low financial literacy in the people around him. That’s when he left the family business and found his calling in helping people plan their financials. Chintan has made it his life’s mission to educate and create awareness about financial discipline and financial planning. He has made great inroads towards this mission in the last four years at Etica, but Chintan believes that this is just the start and a lot more needs to be achieved.

Chintan now has more than 10 years experience in Capital Markets and has conducted more than 50 Awareness and Education programs in the areas of personal Finance and Wealth Management. Chintan is an avid long term investor and a big believer in the Indian Story.

Team Members

Mr. Gajendra Kothari
Managing Director & Chief Executive Officer

Chintan Shah
Associate Partner

Mr. Victor Agnel
Head – Client Service

Milind Kohmaria
Head – Financial Planning

Mr. Purav Mehta
Financial Advisor

Mr. Rishabh Shah
Financial Advisor

Aarzoo Choudhury
Financial Advisor

Mr. Rohit Patel
Financial Planner

Smruti Maher
Financial Planner

Riya Shetty
Financial Planner

Arnold Rose
Financial Planner