Kunal Bajaj

Head of Digital Wealth Management

MobiKwik

Profile:

Kunal Bajaj is Founder & CEO of Clearfunds.com – a leading Indian mutual fund robo-advisor, and the Head of Digital Wealth Management for MobiKwik.

He started Clearfunds to make high-quality investment advice available to everyone, not just the ultra-rich, at a flat-fee, not a fat fee.

Kunal has 18 years of experience in Institutional Equity Sales, Trading and Risk Management at some of the world’s largest financial institutions such as Goldman Sachs, Credit Suisse, J.P.Morgan and CLSA and Jefferies, in India and Japan. His last position was Managing Director and Head of Equity Sales at Jefferies India. He is a rank-holding Chartered Accountant and graduated from University of Bombay in 1996.

The latest articles from Kunal Bajaj

India

Platforms and Technology – The Role of Digital Transformation in Wealth Management A panel of technology and fintech experts, as well as wealth management users/clients, discussed the need for India’s wealth management firms to embrace digitalisation. They cast their eye over the challenges to be faced and gave some invaluable insights on how wealth management firms can enhance th....

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