Harendra Zatakia

SEBI RIA No. INA000021988, 20 years in Investment Management. Founder Wealth Aligned Financial Advisory

Pune SEBI Reg. INA000021988 LinkedIn Website

Mr. Harendra has held leadership roles in some of the world's leading investment banks — Nomura, UBS and Citi — working across APAC, EMEA and the US. The experience shaped the philosophy.
Wealth Aligned is how that philosophy is brought to individuals and families. Wealth Aligned was built to bring disciplined thinking, structured decision-making and a risk-first philosophy to individuals and families — in a way that is practical, clear and free from conflicts of interest.

Harendra in Media

Questions answered by Harendra Zatakia

Richa from Mumbai

Right time to invest lumpsum in mutual funds after today's correction?

For the last few months Indian markets have under-performed and I feel this is the right time to deploy the lumpsum cash I have been holding on it. Do you think now in a good time…

Mohit from Gurugram

Best way to invest lumpsum amount for short term in the current market?

So I have 50L from my savings in my FDs. I wanted to invest it for a few years 2-5 years as I may need this money for the down payment of my new home that I purchase. I already hav…

Ramesh from Bangalore

Investing lumpsum for the long term?

I have 35L in lumpsum with me from a land sale and I want to invest for my daughter’s future. She is just 3 years old rigth now. I expect her to withdraw this money when she is 21-…