“A business that makes nothing but money is a poor kind of business” --
Henry Ford 1863-1947, American Industrialist and Philanthrophist
We tend to slightly differ with Mr Ford’s statement as we strongly believe in making money, but for the client and not at the expense of the client.
With this thought in mind, an idea called “ética” was born. The word “ética” comes from Spanish / Portuguese language which means ethics. This one word describes our whole business model and is the USP of our venture. 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. We strongly believe in the following principles which help us in pursuing our goals
We keep our clients interest first before ours while imparting advice.
We strive in helping our clients achieve their financial goals and dreams.
We offer advice that is independent of any Bank, Mutual Fund or Insurance company affiliations
We ensure confidentiality of client data and information
We understand each of our client's unique needs, values and goals & leave no stone unturned in our endeavor to make them come true.
We work closely with our clients and educate them during the Planning process so that they are empowered to make smart decisions about their money.
We strive to be readily available to provide information and assistance to our clients and respond speedily and promptly to client requests.
We encourage our clients to share their opinions, request explanations and express their preferences. In return, we are forthright and open in all our exchanges with our clients.
We hand-tailor the Financial Plan that is based on well-researched, academically sound Financial Planning strategies for each client.
We work closely with our Expert Advisory Network to systematically provide creative solutions to our clients' financial challenges.
Mr. Gajendra Kothari
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 more than seven 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, Jago Investor Forum and at various B-schools and colleges in the country. His passion is to create financial awareness and empowerment amongst the youth of India.
Mr. Virendra Kothari
Mr. Virendra Kothari, CAIA, CFP is the Managing Director of Etica Wealth Management and has an experience of more than five years in the Indian capital markets. He has worked with Sharekhan Ltd as an Equity Advisor for over three years and prior to that he worked with Anand Rathi as a Relationship Manager. Mr. Kothari holds Bachelor of Commerce from Dibrugarh University, Assam and is a CFA Charterholder from the CFA Institute, USA.
He is also a Chartered Alternative Investment Analyst (CAIA) and a Certified Financial Planner (CFP) from FPSB India
Mr. Nikhil Kothari
Mr. Nikhil Kothari, CFA, CFP is Director & Chief Financial Planner of Etica Wealth Management Pvt. Ltd. He heads the research and financial planning division for the company. Prior to this, he was working as Research Analyst in Investment Advisory group at Axis Bank. He has over 5 years of experience in research and wealth management. Mr Kothari is a CFA Charter holder from the CFA Institute, USA and Certified Financial Planner from FPSB India. He has also successfully completed CAIA (Chartered Alternative Investment Analyst) program from USA.
Mr Kothari regularly conducts training programme at CFP classes and MBA colleges. He has conducted more than 100 training sessions on topics like Introduction to Financial Planning, Investment Planning, Mutual Funds, Derivatives, Debt Market, Advance Excel etc at Bombay Stock Exchange, MBA colleges, CFP classes, Public forums, schools etc.
His passion is to educate and coach each client to deepen their understanding of finances so they can be masters of their money, not slaves.