Atharva Bhide

Background

About Atharva Bhide

Atharva is a BE in Production Engineering and a CFA charter holder from the CFA Institute, USA. He has over 7 years' experience in investment advisory, mutual funds and broking industries. As Manager-Investment Advisory at MoneyWorks4Me, he leads a team of advisors to partner our clients. He works with business owners, corporate leaders, senior managers, skilled professionals, CAs and doctors on building generational wealth and attaining financial freedom. A quote that's stuck with him: “Be the first Millionaire($) in your family, but make sure you are not the last” - Anonymous Atharva gets his joy at work from having meaningful discussions with the firm's clients on the finer points of investing in stocks, mutual funds and creating a financial plan. This is possible as both partners have access to same amazing analysis and tools. A key reason MoneyWorks4Me and Atharva are able to forge lasting partnerships with our clients is because they not only share a common goal of increasing their wealth but also the role of being the Custodian of their family's wealth. This makes it easy to work with each other. Atharva likes to indulge in adventure camping, road trips, cooking and listening to Indian classical music.