Etica Wealth Pvt. Ltd.

14 years back, little did we realise that the compounding efforts of our hard work of spreading financial literacy in our native town Jorhat, Assam will invite attention of the global readers of The Economist magazine. We are really very excited to share that the March 16, 2024 edition of The Economist has carried out an article titled “Crazy Rich Indians” wherein there has been a mention of record inflows in capital markets coming from Jorhat, literally a Tier-4 city.

We did our first mega Investor Awareness Program in 2011 wherein 500+ investors participated in a 4 hr session and Mutual Funds that time were literally unheard of. Over the past 14 years, we would have conducted more than 50 such sessions reaching out to more than 10,000 participants and in the process introducing 1,250+ investors to the world of Mutual funds with overall assets exceeding Rs 162 crores today from that region. Today, maximum households in Jorhat has SIPs running for their various goals for which we are really proud of. The best part is after seeing results of 10 years of their own journey, many of our investors have become the brand ambassador for this wonderful vehicle (Mutual funds Sahi Hai) and are now encouraging their relatives & friends to take the first step towards achieving their financial goals.

We still believe we have a long way to go but sometimes mentions like these brings a big cheer on our face and inspire to us strive even harder.

Pls find below the Economist article and also a picture & newspaper articles of our 2011 mega seminar in Jorhat.

It was a complete packed Saturday evening with a whopping 250+ investors participating in an engaging session with Mr Nilesh Shah and Mr Bhavesh Bhatia. Mr Shah shared his insights on decoding Amrit Kaal of the Indian economy and resulting wealth creation opportunities in the coming decade while Mr Bhavesh Bhatia of Sunrise Candles shared his incredible & powerful story of determination & grits inspite of physical limitations.

We sincerely thank our investors, Mr Nilesh Shah, Mr Bhavesh Bhatia, Team Kotak MF & Team Etica Wealth for making this event a grand success.

Etica Wealth wishes Happy Women's day to all the wonderful ladies. To celebrate this occasion Team Etica Wealth was invited by Reliance Jewels to conduct a Financial Freedom session for their women customers at four different Reliance Jewels Stores in Mumbai - Chembur, Thane, Malad West and Vashi this Sunday.

Here's a few snapshot of the event.

Mr Gajendra Kothari, the company's Chief Idiot Officer was invited by IDFC MF on the MoneyWise Podcast to share his financial journey and the path to become real One Idiot before he turn 50 (circa 2030)

Do tune in and share your learnings and feedback.

Dive into the investment journey of Mr. Gajendra Kothari, Managing Director & CEO, Etica Wealth Private Ltd. Tune into ‘The Moneywise Podcast’ to know more about his journey - https://bit.ly/3fbioDi

Etica Wealth Pvt. Ltd. updated their phone number.

Etica Wealth Pvt. Ltd. updated their info in the about section.