30 Years. One Purpose.
The Story behind Bharat Wealth Academy
I did not start out wanting to be a financial educator. I started out wanting to build great wealth businesses – and over 30 years, that is exactly what I did. I have had the privilege of leading and scaling wealth management organisations in India and internationally, working with everyone from first-generation investors to ultra-high-net-worth families and large corporate treasuries.
PROFESSIONAL JOURNEY
My career has taken me through private banking, corporate banking, asset management, and wealth management – across some of India’s most respected financial institutions. For over a decade, I held CEO and MD roles, building teams, designing advisory frameworks, and representing my organisations at the highest levels of the industry. Along the way, I was featured regularly in publications like Economic Times, ET Wealth Moneycontrol, Mint, Financial Express, Business Line and the Business Standard.
THE TURNING POINT
But something always stayed with me. Every time I spoke at an industry conference or appeared on television, I was speaking to a room full of professionals who already understood wealth. The vast majority of Indians – in tier 2 and tier 3 cities, in the middle class, in families where nobody had ever invested in anything beyond a fixed deposit – were never in that room. Bharat Wealth Academy is my attempt to open that door. To take 30 years of real, institutional-grade wealth knowledge and make it accessible to every Indian – for free, in Hindi and Marathi, with no products to sell and no hidden agenda to push.
PERSONAL SIDE
Away from finance, I am a reader, a writer, a coach, and a curious traveller. I have overcome a serious Covid episode and also an AVN injury that threatened to keep me off my feet – and it taught me more about resilience and long-term thinking than any market cycle ever did. I believe deeply that financial freedom and personal freedom are connected. When people are not worried about money, they live bigger, bolder, more satisfying lives. That is what I am working towards – one episode at a time.
Career Highlights
30+ Years
In financial services across private banking, corporate banking, wealth management, and asset management.
10 Years CEO
Led and scaled wealth management organisations in India and internationally over the last decade.
Multi-Asset Expertise
Real Estate, Gold, Fixed Deposits, Mutual Funds, Stocks, Bonds, PMS, Private Equity, Unlisted Shares, Structured Products, International Investments & Insurance
Industry Voice
Frequent speaker at Moneycontrol, Mint, Hubbis, AAFM, and other leading wealth management forums in India and Asia
Media Presence
Regular commentary in Economic Times, ET Wealth Moneycontrol, Mint, Financial Express, Business Line and the Business Standard
Abhijit's Philosophy
