Kamal Manocha

Kamal Manocha

Founder & CEO

Kamal Manocha has worked in Citibank, India as a Private Banker and Investment Counselor for 10 years where he advised and worked with HNI clients on Investments related assets of more than 3000 crores. He then was also engaged for 18 months as Head of Business Development and CEO of an investment advisory startup, Bharosa Club.

The purpose of starting this boutique investment services firm is to service investors with the ethical and right approach, which is largely missing in the industry.

He is Honours in Economics from Hansraj College, MBA in Finance, and carries all Investment advisory certifications along with 15+ years of vast experience.

Education & Training

  • PGDBM, Finance and Marketing from LBSIM
  • BA (H), Economics from Hans Raj College, Delhi University
  • Registered Investment Advisor, SEBI

Areas of Expertise

  • Socially Responsible Investing
  • Tax Mitigation Strategies
  • Comprehensive Financial Plans
  • Investment Management


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