Investologist is led by two professionals who spent their formative careers within India’s most prestigious wealth management institutions — and left to build something better. A firm where client relationships come first, always.
Years in Wealth Management
Chartered Wealth Manager — AAFM USA
School of Economics, DAVV Indore
With over 19 years of specialised experience in wealth management, Gaurav has built his career at the intersection of institutional rigour and genuine client relationship. He held client-facing wealth management roles at Motilal Oswal Wealth Management, Barclays Bank Plc., Axis Bank’s Burgundy Private, and Yes Bank’s Wealth Management division — each a benchmark name in Indian and global private banking.
Across these institutions, Gaurav was entrusted with the acquisition and management of HNI, Corporate, and NRI relationships, crafting bespoke wealth solutions for clients with complex financial needs. His fluency across asset classes, tax structures, and investment mandates gives him the depth that discerning clients require.
“True wealth engagement is not about the next product. It is about understanding a client’s complete financial picture and being present at every decision point — not just the convenient ones.”
Gaurav co-founded Investologist to deliver the quality of client engagement that institutional settings often constrain — where the client, not the sales calendar, drives every conversation. His personal involvement in client onboarding, execution, and review is not a promise; it is his practice.
Rajesh brings a rare combination of breadth and depth to Investologist — a career spanning Wealth Management, Corporate Banking, Trade & Forex, Business Banking, and Institutional Banking across ICICI Prudential, Yes Bank, and Axis Bank. This multi-vertical experience gives him an unusually complete understanding of how businesses and families manage wealth across life cycles.
His particular expertise lies in serving business promoters and corporate clients — understanding not just their personal investment needs, but the financial dynamics of their enterprises. Whether a family office, an SME, or a large corporate, Rajesh structures solutions that address the full complexity of their financial world.
“The relationships I cherish most are those built over years — where a client calls me not because they have a transaction, but because they trust my judgment on the decisions that matter most to their family.”
Rajesh maintains a rigorous practice of continuous market intelligence — immersing himself in global financial research, institutional-grade publications, and curated thought-leadership content from leading economists and market practitioners. This disciplined intellectual engagement ensures that every client interaction is informed by the sharpest, most current perspective available. At Investologist, he channels this depth of market awareness into considered, well-timed guidance that helps clients navigate complex financial environments with confidence.
Years in Financial Services
+ BSc. Computer Science
