Advisory Board

Professional Financial Planning & Wealth Advisory

Financial Markets Research Consultant

Neha Seth

Dr. Neha Seth is a Ph.D from Indian Institute of Technology, Roorkee and Post Doctoral Fellow from Faculty of Management Studies (FMS), University of Delhi. She has expertise in International Stock Markets and is a known name in Academia. Dr. Seth has published many papers in International and national journals of repute. With her extensive experience and in-depth knowledge, Dr. Neha Seth guides the team at Advizorz.com while formulating Client Model portfolios and inhouse market views.

MBA LlB HR Expert

Jitender Kumar

Our Senior most team member, Shri Jitender Kumar is our mentor and path finder. He brings with him more than 40 years of impeccable, flawless track record of Human Resource Management. Having worked in Senior positions with KRIBHCO Ltd, Kribhco Shyam Fertilizers Ltd, his clarity of thought and vision is the guiding force for the team at Advizorz.com

In his illustrious career, he was won numerous accolades and awards, but what he is known for the most is his high Ethical standards, his Integrity and strength of character.

INFORMATION TECHNOLOGY AND AUTOMATION EXPERT

Shivam Dixit

Shivam is an IIM Lucknow alumni, with over 10 years of experience in Information technology. He is helping Entrepreneurs worldwide in building their Web & Mobile Strategies. Shivam provides consulting to many Fortune 500 companies as well as startups. He has a zeal for creating value for his clients through helping them solve their business problems via innovative and disruptive solutions.

Shivam’s deep knowledge about technology helps Advizorz.com get the technical edge, as we at Advizorz.com believe in adopting and embracing technology that makes financial systems more transparent, efficient, secure and user-friendly.

CHARTERED ACCOUNTANT , TAXATION EXPERT

Vimal Kumar

Vimal is a commerce graduate from Delhi University and a qualified Chartered Accountant since 2011. His 9+ years of post qualification experience spans from dealing in all sort of audits, taxations and litigation. He has been part of many committees/study group of ICAI namely Study group on Service tax and GST, Study group on blockchain etc. Apart from technical knowledge he has been invited many times on various media platforms as panelist for discussions.

Management Consultant

Piyush Pathneja

An MBA from XLRI Jamshedpur, Piyush was Awarded the Economic Times Young leader 2012 award and was chosen amongst top 28 out of more than 30000 Young Leaders of India from leading B Schools by Economic Times and 9 leading CEO’s of the Corporate World as potential. He has rich experience in Corporate Strategy and Management Consulting and was fast tracked on path to Engagement Manager in Bain & Co basis his consistent high performance ratings . At his previous stints with Aditya Birla Group and Maruti Suzuki, he was chosen as the “Performer of the year” by both organizations in the year 2015 and 2009 respectively.

What to look for in Debt Mutual Fund ?

Recently I met a potential client. He had been investing in Mutual Funds for past 10 years. Most of his investments were either in Equity or Equity oriented hybrid Mutual Funds.

Author: Saurabh Kathpalia

What to look for when you go Stock Shopping?

Most people look at stocks like some lottery ticket in their Demat account because the stock they have bought was because their Broker recommended that stock as the next..

Author: Neha Seth

How to Select an Equity Mutual Fund for Investment?

To answer this question, there is no right or wrong answer, just different approaches. Most people like to look at consistent past returns and buy if the fund is generating..