Vatsal Majithia

Vatsal Majithia has a diverse work experience in various industries. In 2016, they worked as a Partner at MonkeyBridge Studios until 2019. During this time, they gained experience in partnership management.

In the same year, they joined Dhruva Advisors LLP as an Article Trainee and worked there until 2019. In this role, they provided advisory services in areas such as investment banking, corporate taxation, and ESOP advisory. Vatsal also advised corporates on efficient tax strategies and provided guidance on restructuring and M&A activities.

In 2020, Vatsal joined HealthySure as a Founding Team member and Subject Matter Expert. Vatsal contributed to the development of an employee-focused Insurtech platform, specifically focusing on health protection for corporate employees. Additionally, they collaborated with insurance partners to offer high-quality health insurance covers.

Also in 2020, Vatsal worked as an Insurance Consultant at Turtlemint. Vatsal provided advisory and support on personal insurance products and offered recommendations and solutions for commercial insurance requirements.

Most recently, in 2020, Vatsal co-founded The Financialist and assumed the role of Co-Founder & Chief Investment Officer. In this role, they are responsible for investment strategies and overall management of the company.

Overall, Vatsal Majithia has demonstrated expertise in areas such as partnership management, advisory services, investment banking, corporate taxation, and insurance consultancy.

Vatsal Majithia completed their education in a chronological order as follows:

1. Swami Vivekanand International School and Junior College (2003-2013): Vatsal completed their schooling up to the tenth standard.

2. Narsee Monjee College of Commerce and Economics (2013-2015): Vatsal pursued their XIth and XIIth grade education.

3. Narsee Monjee College of Commerce and Economics (2015-2018): Vatsal earned their Bachelor of Commerce degree with a focus on Finance and Financial Management Services.

4. Institute of Chartered Accountants of India (2015-2019): Vatsal obtained the Chartered Accountant certification.

5. Narsee Monjee College of Commerce and Economics (2018-2020): Vatsal pursued their Master of Commerce degree with a specialization in Accounting and Finance.

6. CFA Institute, USA (2017-2021): Vatsal attained the CFA chartered holder designation, specializing in Finance.

In addition to their formal education, Vatsal also obtained the following certifications:

1. Chartered Financial Analyst Charterholder: Vatsal received this certification from the CFA Institute in October 2022.

2. EPAT®- Certificate of Excellence: Vatsal obtained this certification from QuantInsti in October 2020.