Sachin Kapoor CFA (SEBI RIA)
StockGro Expert
SEBI RIA (INA100014879)
Founder & Principal Adviser
Clovek Wealth Pvt. Ltd
Sachin Kapoor has 13 years of experience across multiple roles in investment management from consulting to products to business development with organizations like Anand Rathi Private Wealth Management, HDFC Bank, ICICI Securities, JM Financial AMC & Kotak Securities. He holds CFA charter from CFA Institute, USA and MBA from ICFAI.
What Readers Can Expect
In his insights and research, Sachin shares:
-Expert analysis on wealth management and investment strategies
-Practical guidance on portfolio construction and financial planning
-Thought leadership on emerging trends in investment management
-Simplified insights to help investors navigate complex financial decisions
Mission
Sachin is committed to guiding investors toward financial success through a disciplined, research-driven approach. His mission is to simplify complex investment concepts, enabling investors—whether beginners or experienced professionals—to make confident, well-informed decisions.
Beyond the Markets
When not analysing market trends, he actively engages with the investment community, sharing insights to help investors achieve financial success.
