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Gajendra Kothari | Etica Wealth Pvt Ltd | MumbaiGajendra Kothari | Etica Wealth Pvt Ltd | Mumbai

Gajendra Kothari

Etica Wealth Pvt Ltd•Mumbai,MH
4th Floor, Marine Chambers, Opp SNDT Women’s University, New Marine Lines, Churchgate,
Mumbai, MH, 400020
4th Floor, Marine Chambers, Opp SNDT Women’s University, New Marine Lines, Churchgate, Mumbai, MH, 400020
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About

Hi, I’m Gajendra Kothari, One Idiot, an avid long term investor, TEDx speaker, independent thinker, & a passionate financial literacy campaigner. 15 years back, a 33 min short movie titled “One Idiot” completely changed my life. While we all have been hugely inspired by the super successful Bollywood flick “3 Idiots”, I found my calling in One Idiot. Yes, in the next 5 years (before I turn 50), I would like the world to call me One Idiot. An Idiot who wants to build Rs 100 crs wealth (by 2030) by making his money work hard for him. An Idiot who lives his life on his terms without worrying about money anymore. An Idiot who wants to simplify personal finance for a layperson in the world that sells complexity. The idea behind becoming One Idiot is to inspire the youth of our country to achieve financial freedom. I have so far empowered more than 50 lakhs participants in the last 21 years by conducting more than 500 sessions across the world and through various Youtube Podcasts.

Practice at a glance

21
Years of Experience
3500
Families Served
₹3,400
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, Gujarati

Qualification Completed

CFA – Chartered Financial Analyst

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Gajendra Kothari.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check