Dhruv Goel

Dhruv Goel, CFA, is an experienced investment advisor currently working at Kotak Alternate Asset Managers Limited since January 2023. Previously, Dhruv held the position of Senior Manager (Investment Advisory) at Motilal Oswal Financial Services Ltd from October 2021 to January 2023 and served as an Investment Advisor at Karvy Private Wealth from December 2017 to September 2021. In these roles, Dhruv specialized in creating tailored portfolio investment plans for high-net-worth and ultra-high-net-worth clients, focusing on business development and client engagement. Notable achievements include recognition in the Performers Club of the Advisory Team for FY 2018-2019. Dhruv began a career in finance as a Business Analyst at LivQuik and has also worked as a Portfolio Manager at Faircent. Dhruv holds a B.A. (Hons) in Economics from Delhi University and a CFA designation.