Poonam Gheedia

WORK HISTORY

ABOUT POONAM GHEEDIA

The stock market is filled with individuals who know the price of everything, but the value of nothing.\" — Philip Fisher At Kotak Private, my focus is on uncovering the true value in the financial world. Specializing in managing HNIs, aligning with each client’s unique financial goals and long-term aspirations. Currently pursuing CFA Level 2, I bring a deep analytical approach and a passion for uncovering value in every investment. Whether it\'s through our cutting-edge PMS, AIF, or hedge fund solutions, every recommendation is backed by the unparalleled insights of our world-class research team \"The stock market is a device for transferring money from the impatient to the patient.\" — Warren Buffett In today’s fast-paced market, patience is a rare virtue. At iVentures, my team and I are dedicated to building wealth with a long-term perspective, leveraging India’s growth potential as it moves toward becoming the world’s 3rd largest economy by 2030. We dig deep into market trends, anticipate shifts, and craft strategies that are as enduring as they are effective. If you’re ready to take a value-driven approach to your financial journey, let’s connect and start a conversation.