Chirag Bhayani Cfpcm

Deputy Vice President at Kotak Private

Chirag Bhayani CFPCM is currently serving as a Deputy Vice President at Kotak Wealth Management since June 2021. Prior to this, Chirag held the title of Senior Partner at Edelweiss Financial Services from October 2014 to June 2021 in the Family Office and Institution Group division. With experience as an Imperia Relationship Manager at HDFC Bank and Manager at Sunidhi Wealth Advisory Pvt Ltd, Chirag has a strong background in financial planning, wealth creation, and advising clients on a range of financial products. Additionally, Chirag founded Siddharth Trades And Exports, showcasing entrepreneurial skills in the medical devices industry. Chirag holds a B.com degree from Mithibai College and has been educated at University of Mumbai and financial planning board of India.

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Previous companies

Edelweiss Financial Services Limited logo
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Timeline

  • Deputy Vice President

    June, 2021 - present