KUSHAL BHATEJA – ( CFA, CFP, FRM, PGDBM, CIA )
Kushal Bhateja has over 11 years of rich experience in various segments of the investment industry including Institutional Equity, Mutual Funds and Debt Market. He has acquired valuable experience on Mutual Funds and Equity markets by being part of institutional sales teams of India’s largest AMC and a large institutional equity broker, amongst others. His association with Prebone Yamane (India) Limited in the role of Asst. Vice President, gave him the medium to share insights on Capital Markets (with major focus on fixed income) with a plethora of corporate and promoter clients.
Before entering the world of Academia, Bhateja was managing his start-up firm, Inshiksha Consultants. He co-founded Inshiksha to provide investment education, and knowledge on Financial Planning and Mutual Funds to corporate employees and individual investors.
At Fauji Consultant, Kushal mentors and teaches clients/students on subjects including Portfolio Management, Fixed Income, Equity, Capital Markets, and Economics.He is the chief coordinator for Financial Planning and Portfolio Construction at Fauji Consultant.
Kushal Bhateja is also a Finance faculty and Program Head (Financial Analysis) at International College of Financial Planning.
He holds global Investment Industry certifications including CFA® Charter (CFA Institute USA), Certified Financial Planner CM (FPSB), Certified Financial Risk Manager (GARP – USA).