
Gaurav Kaushik Cfa
Gaurav has been an integral part of the Wealth Management industry since 2004 .He is a highly decorated... | Delhi, Delhi, India
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Gaurav Kaushik Cfa’s Emails ga****@av****.com
Gaurav Kaushik Cfa’s Phone Numbers No phone number available.
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Gaurav Kaushik Cfa’s Location Delhi, Delhi, India
Gaurav Kaushik Cfa’s Expertise Gaurav has been an integral part of the Wealth Management industry since 2004 .He is a highly decorated and pedigreed Private Banker. Has diverse experience of handling U-HNI clients (domestic & NRIs,) for their investment, capital, credit, banking and estate planning requirements. Gaurav currently manages assets across products like direct stocks, Mutual Funds, PMS's, PIPEs, Private Equity, Real Estate, venture investing, venture debt, private equity, structured products etc. in India and has a proven track record. Has been investing in markets since 2004 and has rich experience of managing own and client capital and market behavior. Specialties: Asset Allocation, Portfolio Management, Investment Analysis and Advisory, Attribution analysis, Behavioral finance, Equity Research, U-HNI Client Acquisition and Key Relationship Management
Gaurav Kaushik Cfa’s Current Industry Avendus
Gaurav
Kaushik Cfa’s Prior Industry
Kotak Securities
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Kotak Mahindra Bank
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Kotak Wealth Management
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Cfa Institute
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Cfa Society
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Avendus
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Work Experience

Avendus
Executive Director, Avendus Wealth Management
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Kotak Mahindra Bank
Director, Kotak Private
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Kotak Mahindra Bank
Associate Director & Team Lead , Kotak Wealth Management
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Cfa Society
Co-Chair , Professional Learning Committee
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Kotak Mahindra Bank
Associate Vice President - 2
Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Kotak Mahindra Bank
Associate Vice President , Client Relations
Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Cfa Institute
Core Team _ Delhi Chapter
Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Kotak Wealth Management
Senior Manager, Kotak Family Office
Fri Apr 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Kotak Wealth Management
Manager , Kotak Family Office
Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Kotak Mahindra Bank
Assistant Manager - Client Relations
Mon Oct 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Kotak Mahindra Bank
Team Leader - Client Acquisitions
Tue Nov 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Kotak Mahindra Bank
Associate , Kotak Wealth Management
Fri Oct 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Kotak Securities
Executive - Private Client Group
Tue Jun 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)