Redirecting to deep profile of Yogesh Kukadia at Sarthak Returns Investment Advisor...
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Email: yog*****@sar******.com
Mobile: 85243*****
Estimated Net Worth: ₹0 – ₹500+ Cr (approx. $0 – $60M)
- Yogesh Kukadia founded Sarthak Returns Investment Advisor in July 2020, taking on the role of Chief Investment Officer, showcasing entrepreneurial initiative and expertise in investment strategies.
- Prior to establishing Sarthak Returns, Yogesh served as Head of Equity Research in a self-employed capacity from December 2016 to June 2020, demonstrating a commitment to thorough market analysis and investment decision-making.
- From August 2015 to November 2016, Yogesh worked as Senior Equity Research Analyst at Aditya Trading Solution, where responsibilities included evaluating market trends and assessing stock performance, contributing to investment success.
- Yogesh's early career involved serving as a Sr. Technical Analyst at DreamGains Financials India Private Limited from March 2009 to August 2015, providing a foundational understanding of financial markets and technical analysis methodologies.
- Sarthak Returns Investment Advisor has focused on delivering personalized investment strategies, aimed at maximizing client returns and satisfaction in a competitive market.
- During the tenure as Chief Investment Officer, substantial milestones were reached, including developing a robust portfolio management system and implementing risk management strategies to safeguard client investments.
- Yogesh has undertaken the challenge of navigating market volatility and economic changes, consistently adapting investment strategies to maintain competitiveness and client trust.
- Network and relationship-building with clients and industry professionals has been a key focus, fostering collaboration and knowledge-sharing within the investment community.